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Motivate Your Money!: Plan Spend Save Invest Gift Paperback – August 29, 2013
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About the Author
Mac Gardner, an advisor with more than 17 years of experience in the financial services industry, specializes in investment management, retirement planning and estate planning as well as comprehensive wealth management. Financial success achieved through knowledge, planning and a disciplined approach to managing wealth is something he firmly believes in. His knack for making complex financial strategies easy to understand and his approachable demeanor put clients at ease. As he listens to clients’ life stories, he picks up on ideas that help define their financial destiny through planning. His previous experience includes management and Vice President positions at firms such as USAA Wealth Management, TIAA-CREF Wealth Management, Bank of America, The Hartford and SunTrust Securities. At these firms he gained expertise in insurance planning, banking, investment management, retirement planning and trust administration. This exposure to various financial disciplines informs his comprehensive financial strategies. A variety of professional designations round out his formal education. He has earned the CERTIFIED FINANCIAL PLANNER™ designation, which requires continuing education and a commitment to professionalism and high ethical standards. He has also earned Chartered Retirement Plans Specialist® and Chartered Retirement Planning Counselor® designations from the College for Financial Planning. He draws on this expertise in writing about financial planning for publications and media outlets. Mac's professional journey over the last two decades serving as a financial guide has been emotional, rewarding, and fulfilling. The journey continues...