Financial planners are investing in FinTech, or financial technologies, to stay on top of real-time data and the changing communication space. Dan was recently asked by Investor's Business Daily to contribute to an article on the topic.
Dan Forbes is the owner of Forbes Financial Planning
- Graduated from Brown University
- Certifed Financial Planner practitioner since 2007
- Author of the Friday Financial Five since 2010
- Certified Financial Planning Board Ambassador since 2011
- Contributor to the CFP blog at Let's Make a Plan Learning Center
- Appears on the nationally syndicated show, Jill on Money
- Active in youth sports coaching basketball, football, and soccer
Forbes Financial Planning, Inc
660 Main Street, Unit C-3
East Greenwich, RI 02818
Enter Widget Content.
© 2022 Forbes Financial Planning, Inc. All Rights Reserved.