Our highly acclaimed Financial Planning Residency Program builds experience in real financial planning scenarios and establishes mentor relationships with preeminent thought leaders in the profession for new certified financial planners or soon-to-be CFP® professionals. Residents learn how to best communicate with clients through roleplaying with mentors and peers to be fully prepared for challenging life situations with clients. Additionally, participants can earn 28 CFP continuing education credits or three-months experience toward CFP Board's three-year requirement.
June 2017 Dean / Mentors
Led by a faculty of highly-experienced and nationally-known Deans and Mentors, FPA Residency is an intensive case-study based learning approach that develops the skills required to become a confident and competent practitioner. Dave Yeske, CFP®, DBA will serve as Dean for the June program.
Dave 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 Planning. 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.
Diane 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 the Financial Planning Association, she participates on the pro bono committee that provides financial planning to underserved communities.
Richard Busillo, CFP®, AIF® is Chairman & CEO of RTD Financial Advisors, Inc. which provides financial planning and investment advisory services to business owners, professionals and retirement plan sponsors. He is a member of FPA, NAPFA and ASPPA Benefits Council of Greater Philadelphia. Busillo is past president of the FPA Philadelphia Area Chapter and has chaired the National Chapter Advisory Council. He has served on the Board of Directors for the March of Dimes Southern New Jersey Division, the Business Advisory Board for Mainstage Center for the Arts and the FPA Pro Bono Committee. He has served as an Adjunct Faculty Instructor with The College for Financial Planning and mentor for the Residency Program and has been named one of the Top Ten Wealth Advisors in the
Philadelphia Business Journal and
Kacy Gott, CFP® is a senior wealth manager and principal with Meritas Wealth Management and has been a financial adviser 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. Gott was a CPA before entering the financial planning profession. He is active both as a professional and an educator. He's served on the board of directors for FPA and is currently on 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 mentors new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.
Kyra 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 Magazine, Mutual 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.
Jon Yankee, MBA, CFP® founded FJY Financial in January 2006. For the last two years, Yankee has been listed for fee-only financial planning in
Washingtonian magazine's list of "Top Financial Advisors." The FPA National Capital Area chapter named Yankee their "Planner of the Year" where he also served on the Board of Directors and most recently serving as chair of its Public Relations/Media Committee. In 2012-2015,
Yankee has been named by
Northern Virginia magazine in its "Top Financial Professionals" editions under the category of investment management. He is a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of NAPFA and is an original member of the CNBC Digital Financial Advisor Council.
October 2017 Dean / Mentors
Led by a faculty of highly-experienced and nationally-known Deans and Mentors, FPA Residency is an intensive case-study based learning approach that develops the skills required to become a confident and competent practitioner. Jonathan Guyton, CFP®, will serve as Dean for the October program.
Jonathan 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. Jon 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. Jon is regularly quoted in
the New York Times, USA Today, Forbes, Business Week,
Research, and Kiplinger’s Personal Finance.
Sandra Bragar, CPA, CFP® joined Aspiriant in 1999 and became a principal of the firm in 2002. Her areas of expertise include financial planning, developing strategies for concentrated stock positions, and retirement planning. Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm's Personal Financial Counseling practice, providing income and estate tax planning services to senior corporate executives and other high net-worth individuals. She has extensive experience in stock option planning and charitable gift planning.
Gregg Clarke, CFP® founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg is a Certified Financial Planner (CFP®), and has an MBA in Financial Planning from Golden Gate University. Gregg's undergraduate degree is in Mechanical Engineering from the University of California at Davis.
Kathleen M. Longo, CFP®, CAP®, CDFA provides over 20 years of expertise and experience to Flourish Wealth Management. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.
Sabrina Lowell, CFP® brings fifteen years of experience in the wealth management industry. Sabrina's mission is to help clients feel like they have a solid framework for making informed decisions during times of transition. Focused areas of practice include comprehensive financial planning, breadwinning women, and a personal affinity for working with young tech executives. She is currently going through an intensive six month program to become a Certified Professional Career Coach (CPCC). Sabrina was named to the inaugural 40 under 40 list by
Investment News (2014), received the San Francisco Heart of Financial Planning
Association Award (2014), and the National Heart of Financial Planning
Association Award (2015).
Michael Smith, CFP® is a Senior Vice President and shareholder of RTD Financial Advisors, Inc. headquartered in Philadelphia, PA., and manages the branch office in Atlanta, Georgia. He has been active in the financial planning profession since 1986 and a CFP® licensee since 1989. In July 2015, AdvisoryHQ selected the Atlanta office of RTD Financial Advisors, Inc. as one of the Top 10 Financial Advisors & Wealth Managers in Atlanta, GA. Michael is an active member of The Financial Planning Association (FPA) and in 2009 was elected to the national FPA Board of Directors for a three-year term. One of his professional highlights is being a mentor at FPA's Residency Program.
June 9 - 14, 2017
Inverness Hotel and Conference Center
October 20 - 25, 2017
Inverness Hotel and Conference Center
Read this November 2016 Financial Advisor article for more information.
Learn More About FPA Residency