Advisor Success Stories

Every ACA member defines success in his or her own terms and each has a story to tell. We wish we could share every story here, but we have to settle for just a few at a time.

You have a unique story to tell, too; one that is just partially written. We hope you will choose ACA as the co-author of the next chapter.

Success Story: Ted Roman, EA, CFP

This former commission sales/tax preparer has been an ACA member and is a past Chairperson of the ACA Board of Directors. "What a difference a day makes," he shares. "I woke up a commissoned planner in San Diego, hopped a plane to Tucson, and returned a fee-only advisor with a completely new practice model." Read His Story »

Success Story: Sheryl Clark, EA, ATP

This ACA member took her background in construction accounting and her strong administration skills and parlayed them into an efficient, successful practice. "But what's most important," she says, "is living a balanced life." Read Her Story »

Success Story: Kathleen Rehl, Ph.D, CFP

Like most new financial advisors, Lutz, Florida-based Kathleen Rehl quickly discovered she needed to bridge the gap between her certification coursework and the challenge of building a practice. She joined ACA in 1996 and still declares, "I couldn't have done it alone." Read Her Story »

Success Story: Bob Schumann, MA, MBA, CFP, EA

Bob had all the right stuff - the education, the experience and the concern for his clients' best interests, but he was stuck in a commissioned system that didn't reward him for doing what was right. ACA helped him make the transition to a more satisfying professional practice. Read His Story »

Success Story: Greg Fenton, CFP

When you talk about living the message, you're talking about Greg. Another former commissioned planner, he traded up to the good life as an ACA member in Cape Cod. Read His Story »