Vern has been a CFP since 1978 and in private practice for 51 years. He has over 317 appearances on TV including CNBC, Bloomberg, NBC, ABC, CNN and others. He is an expert in Retirement Life Planning and has written 3 books (see below). He was also a Major in the United States Air Force. He wrote 91 financial planning articles for TheStreet.com and 32 articles for The Journal of Financial Planning. He also wrote the first training Manuel for financial planners entitled “The Process of Financial Planning” 1979. and has given over 500 presentations. He was the opening keynote speaker at the annual Chengdu, China Exhibition in 2015. His latest book was published by John Wiley entitled "Getting An Investing Game Plan" and he is writing his fourth book entitled "How do I know you won't steal my money?" Vern completed three years on the National Board of the Financial Planners Association in 2013 and served three years on the CFP Board of Standards. He also served 8 years on the Board of the College for Financial Planning. Vern was a founder of The National Endowment for Financial Education and Chairmen of the Board for two years. The parent of the College for Financial Planning.Vern was the founding President of The Greater Hudson Valley Chapter of the Financial Planning Association in 1987.Graduate Wheaton College. Graduate work at NYU,, USC ,and American University.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Wealth Management, Retirement Planning, Finance, Investments, and 6 others.
