Retired Educator Turned Fiduciary Advisor (#372)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
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Show Notes
Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm.
Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for apprenticeship and 6,000 for standard pathway (not the 2,000 and 4,000 hours respectively that she mentioned in interview).
- 395 Financial Planning
- Retired Teacher Pays It Forward (Maggie Mason/Santa Barbara)
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).