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ACA Member Q&A

ACA members answer your most pressing questions about why they decided to join ACA and how their membership has benefitted them.

Jenna Hung
Formerly a CPA with KPMG Peat Marwick and Arthur Anderson, Jenna successfully made the transition to an independent fee-only financial planning practice.

Kevin Jacobs
Kevin's background in taxes and fee-based financial planning led him to pursue a career as a comprehensive fee-only financial planner. 

Erin Baehr
Erin began her financial services career using a commission-based compensation model. While she learned a lot from her experiences she is pleased to be offering life-integrated fee-only financial planning services to her clients.

  • Are you comfortable taking risks?

    September 01, 2010

    Perhaps the most critical decision you can make about investment management is how much risk to take. Once you have determined an appropriate level of risk, you can start making asset allocation decisions such as the percentage of your portfolio to be held in stocks. This analysis is vital to your financial success as asset class selection is the most significant factor in investment performance.

    Dave Gardner

Which social networking site do you use most for professional purposes?

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