Owner and Portfolio Manager of Mullooly Wealth Planning and IA Compliance; Independent Investment Adviser, CERTIFIED FINANCIAL PLANNER®, CFP® Instructor and Tutor. I am in my 40th year in the financial services industry and actively manage an independent registered investment advisor and compliance consultancy business. For the last two years I have begun sharing my expertise with students in the industry who are pursuing the certification as a financial planners, expanding my reach and assisting in the education of the next generation of advisors. From investments and tax strategy to education, insurance, retirement and estate planning — I work on all areas together; not in silos. I provide a coordinated approach for clients taking every step with clarity, perspective, and purpos...