Gordon Achtermann, Cfp®, Mba, Csric® Email & Phone Number

Annandale, Va, Us

Gordon Achtermann is a Fairfax, VA Fee-Only financial planner and a CFP® practitioner. At Your Best Path Financial Planning (now Your Best Path, LLC), he provides comprehensive financial planning, retirement planning, and investment management to help clients in any situation organize, grow, and protect their assets. He serves clients as a fiduciary at all times and never takes compensation from anyone, at any time, other than fees the client agrees to in advance. Gordon is a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation - the first-ever certification for study in the SRI discipline."I help people and families in their peak earning years get on and stay on their individual best path to handle all aspects of their finances.""A member of the Garrett Planning Network, I am a fee-only planner and a fiduciary to all my clients. I offer a superior alternative to traditional big-box bankers and brokers by insisting on a client relationship that is free from conflicts of interest. Being a fiduciary means that I must put your interests ahead of my own. When I work with you, I serve only one master: you. I work across the domains of Financial Planning (risk management, investments, taxes, retirement, and estate planning) in service of YOUR goals, to articulate YOUR true aspirations and uncover your UNIQUE best path forward." Investment advisor representative of and investment advisory services offered through Your Best Path, LLC, a fee-only state-registered investment advisor. Tel: (703) 573-7325. Your Best Path Financial Planning may offer investment advisory services in the State of Virginia and in other jurisdictions where exempted.

Manhattan, Kansas, Us

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC-registered investment advisor. Tel: (910) FEE-ONLY. Your Best Path Financial Planning may offer investment advisory services in the State of Virginia and in other jurisdictions where exempted.

Mclean, Va, Us

I am the System Owner and Data Steward for Reporting Database within Freddie Macs Loan Advisor Suite of products. Simultaneously I am the subject matter expert for the critical submission link service which enables multiple data input platforms to come together and present business intelligence reports to external customers. Since May '15 I have been part of a growing agile development team representing the business interests of multiple stakeholders and partnering with IT to develop this technology from the ground up.

Mclean, Va, Us

I am the team lead for multiple simultaneous projects such as development of departmental performance metrics package, compliance monitoring report suite, and data quality of seller delivered data reporting. I soloed an audit response that cut cycle time of the annual loan-level audit of the entire portfolio in half by re-imagining the path for sourcing needed data and proving the validity of controls.

Mclean, Va, Us

I provide analytics that are informed by my years of operational experience. I am the first line of defence in resolving issues of data quality involving delivered loan data and the first point of escalation for data issues and research requests raised by data consumers, internal and external auditors.

Mclean, Va, Us

I am responsible for shepherding development projects through all phases of the development life cycle.-- I translate business needs to technical design, and conduct system tests of Mainframe and Object Oriented systems.-- I produce, track and acquire signatures for all development documents.-- I prepare project binders for successful (no findings) external audits.-- I am the primary intermediary between business users and the development team.

Mclean, Va, Us

Java Developer specializing in front-end development: JSP, MVC architecture. I would independently translate business needs to technical design, then document, develop and unit test presentation components of mission-critical system components. I created dynamic web pages for prototype release of new application, and developed intranet web pages for Strategic Partnership Development Dept.For one project I served as a UI (User Interface) engineer when I conducted usability review of the new application, partnered with developers to bring greater consistency to front-end code, and shepherded the news page from idea to implementation.

Mclean, Va, Us

Moving to the mortgage purchase department I rose to the title of Sr. Portfolio Representative.-- I served as coordinator of unit Y2K business continuity planning - insured planning, testing and training were completed on deadline.-- SME (Subject Matter Expert) consultant to wide variety of projects and initiatives.-- Liaison to Production Management for all system hotlines.-- Process owner for specialized accounting process entries and reconciliation, Warehouse Lender reconciliations, and mailroom support.

Mclean, Va, Us

I joined Freddie Mac at the bottom rung and received promotions every year while in this group, receiving a Sr. Accountant title.-- Served as primary customer contact for all accounting, reporting, and remitting issues for my portfolio of Key customers. -- Frequently represented the department, addressing priority customer service demands in person, both at customers’ facilities and at various conferences.-- Reconciled cash receipts at a rate of $5 billion annually.-- Covered some managerial duties and guided staff during brief supervisor absences.

Ab, Economics

Mba, Business Administration And Management, General

Certificate In Financial Planning

Certificate, Chartered Sri Counselor