Jeffrey Franklin:  

After Lafayette, I spent four wonderful years on campus at Columbia University and received a B.S. in Chemical Eng'g from their School of Engineering. After graduation, I worked as a Chem. E. for three years -- first at a chemical plant, then an oil refinery -- while studying for an MBA in Management at Baruch College in the evenings. In 1971, I accepted an opportunity to switch from staid engineering to more creative management consulting. After 11+ years of consulting and operations management, I happened upon my ultimate calling - as a personal financial advisor - which allowed me to turn my hobbies (of tax and investment planning) into a profession. After obtaining my Certified Financial Planner designation in 1983, I founded my own financial planning firm where I spent 31 incredibly enjoyable and gratifying years helping clients understand, articulate, plan, and achieve (or exceed) their personal financial life goals. I retired at year-end 2013 after negotiating the sale of my firm to a younger associate, then became a client. As soon as I retired, I turned my then, and current, hobby - learning and teaching all things wine - into a gentle and pleasurable part-time avocation. This venture is beginning to wind-down now as my wife (of 45+ years) ...Expand for more