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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read More +.

Planning 130
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Transcript: Tom Rampulla

Barry Ritholtz

You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? One, be very tax efficient.