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Alumni talk about financial planning as a career
Julia M. Connell '84 CFP®, MSFP, Charles Town
"I am thrilled that Shepherd is offering financial planning as a concentration as it will help promote the career path in general. More importantly, it will serve to increase the number of CFP® professionals available to rural Americans and will allow students to make an important difference in their hometowns."
Jennifer Peterson '07, Shepherdstown
"I am passionate about educating our younger generations on the value of saving and the benefits of starting at an early age.
"It's very exciting that Shepherd is offering a concentration in financial planning that will allow students to sit for the CFP® exam. I think it will encourage more students to attend Shepherd University and pursue a career in the financial services industry. Our community will also benefit by gaining access to well-educated financial professionals who help to improve the lives of the individuals and businesses they come in contact with."
John Wolff '88, Hamilton, Virginia
"When Rob Hoxton called me to describe this initiative, I signed on immediately--both with time and money. Personally, I am very excited for Shepherd, my alma mater, the certified financial planner (CFP®) program and industry, and current and future students. Our country and society deserve financial literacy, families and institutions need qualified financial planners, and what better way to start than during the formal educational stage to begin 'producing' certified financial planners."
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