FPA Residen​​cy Progra​​m​​​ ​​​2019

​October 25 - 30  

Hyatt Regency Aurora-Denver Conference Center​ ​

​ ​​​​

An Interactive Learning Experience with Individualized Feedback from Mentors​

FPA Residency:  ​Photo_GroupHighFive.jpg
  • Focuses on the client-centered nature of the financial planning engagement, building a trusted relationship with clients through heightened​ ​communication skills, and demonstrating a commitment to putting the interest of clients before their own.
  • Creates an interactive learning experience using three progressive case studies. Residents role play real life scenarios with clients and receive in-the-moment, individualized feedback from the experienced and prominent financial planners who serve as mentors. 
  • Translates technical financial knowledge into a competency and wisdom for benefit of the client. This is the art of financial planning, a subtle but high-level skill that requires financial planners to fine tune their listening skills to craft a life plan that resonates and reflects the clients’ true vision, and articulates the
    path to get there. 
  • Builds a community of passionate and new-to-the-professionals CFP® professionals 
    that support each other, and the development of the next generation of financial planners.​​

The Week at a Glance Photo_GroupLaughing.jpg

After the welcome and orientation session, residents are assigned to their teams and dive into the case-study work that is at the core of the program. As the week progresses, the teams study and unpack the financial and personal issues facing the clients in the case studies as they move through the clients’ lives towards retirement.  

Starting with case study one, residents review clients’ facts and profiles, develop pertinent client questions, and collaborate to devise relevant case solutions and presentations. When not working in teams, residents role play with mentors to practice the client discovery and meeting process. They practice questioning techniques and visual presentation skills each day, and receive specific and robust feedback from mentors. 

After advancing through three case studies, the teams show their hard-earned wisdom and confidence during the final day of the program by presenting a comprehensive financial plan to their clients. The program closes with a graduation ceremony where residents and mentors celebrate and reflect on the tremendous growth they experienced with their team and mentor throughout the week. 

A Typical DayPhoto_ManPresenting.jpg
Click here for the agenda at-a-glance. ​

"I came over from Hawaii and run my own practice there. 
My team was so great! I feel like we are a family. 
I came here wanting to think like a financial planner. 
Now I know I need to focus on having
the heart of a financial planner."

- Jim, 201​7 FPA Residency resident​​​

June 2019 Dean

Yeske.Residency.jpgDave Yeske, CFP®, DBA, holds a doctorate in finance from Golden Gate University, as well as an MA in Economics and a BS in applied economics from the University of San Francisco. He has been practicing financial planning since 1990. Yeske is a past chair of the Financial Planning Association and is the current practitioner editor of the Journal of Financial Plan​ning. He previously chaired the FPA PAC, Research Center Team and Academic Advisory Council. He is also a long-time mentor and now dean in the FPA Residency Program. Yeske received the FPA Heart of Financial Planning award in 2012. He holds an appointment as distinguished adjunct professor in Golden Gate University's Ageno School of Business, where he has taught for over 20 years and is director of the University's financial planning program, home of the first ever MS in Financial Planning degree since 1980.

June 2019 Mentors

Yeske.Residency.jpgKaren Blodgett, CFP®, MBA, joined Aspiriant as an Associate Financial Planner in 2003, and in January 2008 she was named Principal and elected to Aspiriant’s Board of Directors. Prior to entering the financial planning profession, Blodgett worked in marketing for several major packaged goods organizations including PepsiCo and Nestle, as well as Bay Area start-ups Excite@Home and Sega.comm. She began her career as a compensation and benefits consultant with Hewitt Associates​​.​ Blodgett is a member of FPA, previously serving on the San Francisco chapter’s Board of Directors. She completed the Personal Financial Planning Program at University of California-Berkeley in June 2003 and earned her CERTIFIED FINANCIAL PLANNER™ credential in May 2005. 

Yeske.Residency.jpgKacy Gott, CFP®, has been a financial advisor since 1995. He has a passion for comprehensive financial planning services and strives to create a unique and inspiring decision-making environment for each client. ​His undergraduate degree is in Finance from San Diego State University. He is active in the profession and as an educator, having served on the national Board of Directors of FPA and currently serving as Chair of the Board of Trustees of the Foundation for Financial Planning. He also served on and chaired the Council of Education of the CFP Board. Gott has taught financial planning at UC Berkeley Extension and Golden Gate University and has mentored new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.

Yeske.Residency.jpgSabrina Lowell, CFP®, was part of the inaugural Investment News 40 under 40 list in 2014 and is a recipient of the FPA Heart of Financial Planning Award. She chaired the FPA Annual Conference (2013). She chaired the FPA NorCal Conference (2010, 2011), served on the Consumer Advisory Group and the Professional Development Advisory Group task forces. Lowell has been quoted in The Wall Street Journal’s Smart Money Magazine, The Wall Street Journal’s Voices, CNNMoney.com, CFAInstitute.com, Talking Money with Jean Chatzky, Dow Jones News Wire, Money Magazine, Financial Planning Magazine, Investment News, AdvisorMax.com, Today’s Advisor, Investment Advisor and the Journal of Financial Planning. She received her BA from Principia College, and holds a Certificate in Personal Financial Planning from the UC Berkeley Personal Financial Planning Program.​

Yeske.Residency.jpgNick Nicolette​, CFP®, is a founder and principal of Sterling Financial Planning, Inc.​ (SFPI) and has been involved in the financial planning profession since 1984. Nicolette has been a CFP® professional since 1984.​ He is a past Chair of FPA and has served as Dean for the FPA Retreat. He received FPA’s Heart of Financial Planning award in 2011 and was privileged to be the first person from FPA to appear before the US Senate Special Committee on the Aging and to testify before the Committee on inappropriate investment advice given to seniors. Nicolette is a graduate of Davidson College. He is a frequent lecturer and has been interviewed by The Wall Street Journal, USA Today, and Investors Business Daily.

Yeske.Residency.jpgLauren Stansell, CFP®, earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor's degree in Finance, summa cum laude, from Virginia Tech's CFP® Certification Education Track, a CFP Board-Registered program in December 2012. She co-founded FPA's student chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to more than 70 students, making it the largest student chapter in the country. Stansell enjoys engaging with the next generation of financial planners​. She served as the co-director of NexGen for the FPA of the National Capital Area. She is a graduate of FPA Residency Program.​

October 2019 Dean​

Yeske.Residency.jpgKyra Morris, CFP®, EA, began her financial planning career in 1983 and founded Morris Financial Concepts in 1987. Morris seeks to enrich clients lives by using her experience and skills in wealth and investment management. She is one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985. She has served in a national position on the board of the Institute of Certified Financial Planners, and the CFP Board of Standards, Inc. Morris has been named six times by Worth MagazineMutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the "Movers and Shakers" in the profession.​

October 2019 Mentors​

Yeske.Residency.jpgDiane Bourdo, CFP®, joined The Humphreys Group in 1989, became a Principal in 1993, and have been President since 2005. Bourdo is particularly passionate about helping women get smarter about money and strongly believes in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. As a member of the Financial Women of San Francisco, she is actively involved in its scholarship committee, and interviewing female undergraduate and graduate students who are interested in careers in finance. A member of FPA, she participates on the pro bono committee that provides financial planning to underserved communities.

Yeske.Residency.jpgSandi Bragar, CFP®is a member of FPA and has served on the programs task force for the organization’s annual national conference and as a mentor in the Financial Planning Association’s Residency Program. She has also been an instructor for the Certificate Program in the Personal Financial Planning Program at the University of California-Berkeley. Bragar has been frequently quoted in the media, in publications such as Barron’s, CNBC, Bloomberg TV, Fox Business News, USA Today, The Chicago Tribune, San Francisco Chronicle and ABC7/KGO-TV. She has been featured as one of Barron's Top 100 Independent Financial Advisors in 2012 and 2013.

Yeske.Residency.jpgRichard Busillo, CFP®, is Chairman and CEO of RTD Financial Advisors, Inc. Busillo joined RTD in 1986 and provides financial planning and investment advisory services to business owners, professionals and retirement plan sponsors. Prior to joining RTD, he was a Regional Manager with CPI Pension Services, Inc., a national pension consulting firm. A CERTIFIED FINANCIAL PLANNER™ practitioner, Busillo is a graduate of Thomas Edison State University and completed the CFP professional Education program with the College for Financial Planning. He has also earned the ACCREDITED INVESTMENT FIDUCIARY® designation awarded by the Center for Fiduciary Studies and the RETIREMENT PLANS ASSOCIATE designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.

Yeske.Residency.jpgJon​athan Guyton​, CFP®Principal of Cornerstone Wealth Advisors, Inc. in Minneapolis, is recognized as a thought leader in the financial planning profession for his holistic work in the art and science of retirement planning.​ ​​His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning. Guyton has served in the FPA Residency program as a mentor since 2003, as a dean for nearly a decade and is also a retirement planning columnist for the Journal of Financial Planning. He is also an expert panelist on retirement for the Wall Street Journal and was named one of ’15 Transformational Advisors’ of the past twenty years in 2013 by the readers of Investment News. He is regularly quoted in the New York TimesUSA TodayForbesBusiness WeekResearch, and Kiplinger’s Personal Finance.

Yeske.Residency.jpgCheryl R. Holland, CFP®,​ CFBA, is president and founder of Abacus Planning Group, Inc., a wealth management firm with $1,100,000 in assets under management. Holland is a graduate of Bryn Mawr College with a degree in Economics. She is a dedicated volunteer in her community and is currently a member of the American Bible Society Board (Chair, Investment Committee), Bryn Mawr College Board of Trustees (former Chair, Investment Committee), Clemson University Foundation Board (Vice-Chair, Investment Committee), American Red Cross Tiffany Circle (Chair, SC Midlands), and the Institute for the Fiduciary Standard, Chairman’s Council.