Gordon Achtermann, Cfp®, Mba, Csric® Email and Phone Number
Gordon Achtermann, Cfp®, Mba, Csric® work email
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Gordon Achtermann, Cfp®, Mba, Csric® personal email
Gordon Achtermann, Cfp®, Mba, Csric® phone numbers
I help people, and families get on and stay on their individual best path to handle all aspects of their finances. Located in Fairfax, VA, we provide comprehensive financial planning, retirement planning, and investment management to help clients in any situation organize, grow, and protect their assets. I serve clients as a fiduciary at all times and never take compensation from anyone, at any time, other than fees the client agrees to in advance. I am a leader in the field of Sustainable, Responsible, and Impact Investing (SRI). I am among the first class to receive the CSRIC designation - the first-ever certification for study in the SRI discipline.Your Best Path Financial Planning offers a superior alternative to traditional big-box bankers and brokers by creating a client relationship that is free from conflicts of interest that pervade other business models. There are no long-term contracts, net worth limits, or account minimums required. I offer competent, objective advice in service of YOUR goals, to articulate YOUR real aspirations, and uncover YOUR unique best path forward. CONNECT WITH ME IF -✓ You are in a financial transition, such as changing income or nearing retirement, or✓ You are paying 1% of your money each year in AUM fees and wonder if there is a better way, or✓ You are ready to explore SRI (Sustainable, Responsible, Impact) Investing strategies – the fastest growing market segment in the country.Investment advisor representative of and investment advisory services offered through Your Best Path, LLC., a fee-only, State-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.
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PresidentSilverstone Financial LlcAnnandale, Va, Us
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FounderYour Best Path, Llc Jun 2018 - PresentGordon 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. -
Investment Advisor RepresentativeGarrett Investment Advisors, Llc May 2019 - Sep 2021Manhattan, Kansas, UsInvestment 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. -
Sr. Data AnalystFreddie Mac May 1990 - Nov 2017Mclean, Va, UsI 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. -
Sr. Data AnalystFreddie Mac May 2009 - May 2015Mclean, Va, UsI 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.
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Sr. Business AnalystFreddie Mac Mar 2007 - May 2009Mclean, Va, UsI 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.
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Systems AnalystFreddie Mac May 2004 - Mar 2007Mclean, Va, UsI 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.
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Programmer/AnalystFreddie Mac Sep 2000 - May 2004Mclean, Va, UsJava 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.
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Business AnalystFreddie Mac Jun 1994 - Sep 2000Mclean, Va, UsMoving 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.
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AccountantFreddie Mac May 1990 - Jun 1994Mclean, Va, UsI 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.
Gordon Achtermann, Cfp®, Mba, Csric® Skills
Gordon Achtermann, Cfp®, Mba, Csric® Education Details
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Duke UniversityEconomics -
Keller Graduate School Of Management Of Devry UniversityGeneral
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Bryant UniversityCertificate In Financial Planning
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College For Financial PlanningChartered Sri Counselor
Frequently Asked Questions about Gordon Achtermann, Cfp®, Mba, Csric®
What company does Gordon Achtermann, Cfp®, Mba, Csric® work for?
Gordon Achtermann, Cfp®, Mba, Csric® works for Silverstone Financial Llc
What is Gordon Achtermann, Cfp®, Mba, Csric®'s role at the current company?
Gordon Achtermann, Cfp®, Mba, Csric®'s current role is President.
What is Gordon Achtermann, Cfp®, Mba, Csric®'s email address?
Gordon Achtermann, Cfp®, Mba, Csric®'s email address is go****@****mac.com
What is Gordon Achtermann, Cfp®, Mba, Csric®'s direct phone number?
Gordon Achtermann, Cfp®, Mba, Csric®'s direct phone number is +170391*****
What schools did Gordon Achtermann, Cfp®, Mba, Csric® attend?
Gordon Achtermann, Cfp®, Mba, Csric® attended Duke University, Keller Graduate School Of Management Of Devry University, Bryant University, College For Financial Planning.
What are some of Gordon Achtermann, Cfp®, Mba, Csric®'s interests?
Gordon Achtermann, Cfp®, Mba, Csric® has interest in Wellness, Economic Empowerment, Nutrition, Waldorf Education, Restoring Democracy, Alternative Medicine.
What skills is Gordon Achtermann, Cfp®, Mba, Csric® known for?
Gordon Achtermann, Cfp®, Mba, Csric® has skills like Data Analysis, Data Lineage, Data Mining, Data Modeling, Data Profiling, Project Management, Requirements Analysis, Requirements Gathering, Systems Analysis, System Requirements, System Testing, Audit Response.
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