Jun 25

Are You A Financial Expert?

by Geoff Wells

The Financial Industry Regulatory Authority (FINRA) is currently running a study on the financial savviness of the US population.  While a majority of people feel they have a good grasp of financial topics, the study shows that is not actually the case.

Below are a few of the study highlights:

If you would like to review the entire study results, it can be found here: http://www.usfinancialcapability.org/results.php?region=US

If you would like to take the 5 question financial capability test yourself, the link can be found here: http://www.usfinancialcapability.org/quiz.php

 

About the Author

Geoff Wells is a Certified Financial Planner at Rockbridge Investment Management. “My interest in financial planning grew from assisting friends and coworkers with their retirement plans. Over time, I developed a knack for simplifying overly complex financial topics. After several years into my aerospace career, I knew that helping people with their personal finances was my professional calling. I feel extremely fortunate to have joined Rockbridge with its fee-only advisory model and remarkable team approach to financial planning.” Geoff is a graduate of the CERTIFIED FINANCIAL PLANNER™ Certification, Ohio State University Finance (M.S.) and MBA, Kelley School of Business, Indiana University, with a Mechanical Engineering (B.S.), University at Buffalo.
Learn more and/or Contact Geoff


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