George D. Kinder
Profile
Mr. Kinder has been in the financial services industry since 1971 and is regarded as one of the pioneers in the fee-only financial planning field.
His book, The Seven Stages of Money Maturity™ is helping to define the Life Planning movement and his workshops by the same name have been attended by hundreds of individuals and financial planning professionals around the country.
He was recently named one of the 25 most influential people in the financial planning industry by "Investment Advisor Magazine."
He received his B.A.
from Harvard College in 1971, received the Bronze Medal on the CPA exam in 1975, and holds the CFP designation.
He co-founded the Nazrudin Project, a national financial planning think-tank that explores issues of spirituality and human dysfunction around money.
Former positions of George D. Kinder
Companies | Position | End |
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Abacus Wealth Partners LLC
Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Committee Member | 30/12/2006 |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Abacus Wealth Partners LLC
Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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