People in the NewsPosted: January 10, 2017 By : Knowledge Bureau Staff
Posted in: Breaking News, Current Issue
“While taking my MFA–Succession & Estate Planning Specialist program, I created our Business Navigator Process… these courses were practical and applicable to my current wealth management practice with transitioning business owners.”
David Allard, MBA, CFA, CFP, MFA, B. C.
David is a Senior Wealth Advisor & Portfolio Manager and instructor for Knowledge Bureau. David created a unique retirement planning software application called The Retireability Score. Along with the retirement planning, David oversees the wealth management process for high net worth individuals, families and business owners.