FLORIN POP | CFP, CFA
Mr. Pop is a Certified Financial Planner (CFP), holds the Chartered Financial Analyst (CFA) Designation. Mr. Pop believes that Financial Planning should always come before Investing. However, invariably an investment portfolio will follow this planning and true fee-only planners are unlicensed to help with individual securities. Fee Only Financial Planning is the answer for getting your advice from someone other than a product salesperson. Portfolio Managers may well be the answer for getting investment advice only from a salesperson as well.
Traditionally, only wealthy Canadians have had access to professional individualized, customized investment management as provided by Portfolio Managers. Florin believes that ALL Canadians, of any level of wealth, should have similar access. Working with Efficient Wealth Management, he established asset management systems to support the requirements of Fee-Only Financial Planners, who are concerned about maintaining independence, objectivity and lack of bias in all they do. Fee structures were designed that are unlike the traditional referral fees that bring a bias. Florin provides this support as a registered portfolio manager at Tactex Asset Management. Mr. Pop manages the ETF Model Strategy and the Advice Only Service at Tactex Asset Management.
Mr. Pop brings over 8 years of experience in portfolio construction and investment management. Mr. Pop’s expertise is in building customized, low-cost ETF portfolios with an emphasis on cash flow planning. The strategy employed is based on a structured and disciplined approach. Prior to his role at Tactex Asset Management, Mr. Pop started his career in Financial Planning at Efficient Wealth Management followed by his work as a Registered Representative at Beacon Securities Limited.
GORDON STOCKMAN | CPA, CA, CFP, CIM
Gordon is a Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning. Prior to becoming a Financial Planner in 1996, Gordon had a successful career in the automotive sector, including as a Chief Financial Officer, Manager of Product Engineering, and Plant Manager. Gordon has also been a business owner of a company whose products won accolades around the world. Gordon’s credentials, business acumen, and experience add significant insight and value to the planning process and investment selection for his clients. Gordon is a frequent guest on television and has written numerous articles on investing and financial planning. He has also taught Financial Services and Accounting courses at local colleges.
Gordon is the Vice President – Financial Planning and founder of Efficient Wealth Management Inc. Efficient Wealth Management Inc. was created to provide unbiased, independent, superior financial planning advice, on an Advice for a Fee basis. Their extended mission is to bring portfolio manager services bundled with full financial planning to investors with less than 2 million dollars. We have been designing and utilizing strategic ETF portfolios for over 12 years, letting us return control of the cost of financial planning and investment management to the investor. At Efficient Wealth Management, we’re also accomplished money coaches. We created a new coaching program called The Gratifying Harvest. The program helps members enjoy their future by carefully harvesting cash flow from a lifetime of savings or preparing them to do so.
JEAN (nee DIZON) WALKER | CPA, CGA
Jean has been working in financial planning for over 8 years. She provides tax planning advice to investors, seniors, and professionals. Many of her clients are operators of small corporations that support their professional work.
Fee-Only Financial Planners need support from a skilled tax professional for all of their clients’ tax and estate needs.
MICHAEL KITCES | CO-FOUNDER OF XYPLANNINGNETWORK.COM
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View.
Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more.
Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession.
ALAN MOORE | CO-FOUNDER OF XYPLANNINGNETWORK.COM
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and president of Serenity Financial Consulting, a fee-only RIA and location independent financial planning firm.
He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and by Wealth Management as one of a “The 10 to Watch in 2015.″ He frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times.
He currently lives in Bozeman, MT so that he can hit the slopes on powder days.