Navigating the development of financial planning over 50 years of building with Alexandra Armstrong

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Navigating the development of financial planning over 50 years of building with Alexandra Armstrong

Alexandra Armstrong is the founder and emeritus president of Armstrong Fleming & Moore, a hybrid RIA based mostly in Washington, DC. Alex has a protracted and skilled 40-year profession within the monetary companies trade, first founding her firm in 1983 after which promoting it to 4 completely different successors.

Alexandra is a real pioneer within the trade and brings lots of the knowledge she shared with us, together with what set her other than the start of her profession, what it was prefer to be a lady in a male-dominated trade, and the actual secret of her success. It additionally discusses what the trade was like when it first earned its CFP marks in 1977, and explains why it believes that monetary planning is a perfect profession for ladies.

Efficiency notes and extra data will be discovered at: https://www.kitces.com/229

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