M.Q. Licensee Neal Van Zutphen is president of Delta Ventures Financial Counsel, Inc. also serves as a CFP Board Ambassador in Phoenix, Arizona. As a member of this volunteer consumer advocacy program, Neal helps to educate the public on the importance of having a financial plan that supports one’s life goals and the value of working with a competent and ethical financial professional.
As we approach Thanksgiving, Neal encourages Americans to use this holiday to discuss important financial issues with family members we see infrequently. Neal’s tips for conducting these important conversations are ones that you can use yourself and also pass along to your financial planning clients. To read more, click here. To learn about the CFP Board Ambassador program, click here.
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