Paul Coan named in America's Top Financial Planners for 2010

Jan. 19, 2011 - PRLog -- Simply put, Financial Planners that have accumulated a certain amount of points qualified for the list. This does not mean that Planners that did not accumulate enough points are not good Financial Planners. They merely did not qualify for this list because of the points needed for qualification. Since this is a subjective call, there is no study that is 100% accurate. As with any profession, there will be some degree of variation in opinion. If you survey 100 clients from a particular stock brokerage company on their satisfaction, you will undoubtedly hear that some are very satisfied, some moderately satisfied and some dissatisfied. This is really quite normal.

We feel that a point value system takes out the personal and emotional factor and deals with factual criteria. We have made certain assumptions. For example, we feel that more years in practice is better than less years in practice; more education is better than less education and completing a rigorous course to obtain a financial designation and certification is better that not having done so.

The Financial Planners list that we have compiled is current as of a certain date and other Financial Planners may have qualified since that date. Nonetheless, we feel that this list of Top Financial Planners is a good starting point for you to find a qualified specialist.

No fees, donations, sponsorships or advertising are accepted from any individuals, professionals, financial institutions, corporations or associations. This policy is strictly adhered to, ensuring an unbiased selection.

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ABOUT PAUL

Prior to joining Wealth Planning & Management, LLC. in 2004, Paul was a financial advisor and retirement planning specialist with a large Wall Street investment bank.

Paul authored the book "Asset Protection & Wealth Preservation: A Guide to Help You Avoid Common & Costly Mistakes."  He has been quoted in national publications such as BusinessWeek, Success Magazine and The Wall Street Journal on investing and wealth management topics. Worth magazine has named Paul one of the top 250 wealth advisors in the U.S.

Paul is a CERTIFIED FINANCIAL PLANNER™  professional which is the most recognized financial planning designation.  He is also a Chartered Financial Consultant (ChFC®), the most extensive education available for professionals seeking a designation in financial planning.  As a Certified Estate Advisor (CEA®) and a member of the National Association of Financial and Estate Planning, Paul has extensive knowledge of estate planning and asset protection strategies.  He is also a Registered Financial Advisor with the National Association of Personal Financial Advisors.  NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only compensation and fiduciary standards.

Paul is a past president of the Indiana Chapter of the National Association of Stock Plan Professionals.  He has been active with the Entrepreneurs Alliance of Indiana, the Indiana Venture Capital Task Force, and the Finance Academy of Central Indiana.  He has also served as the president of The Financial Planning Association of Greater Indiana.

LEARN MORE
visit http://www.wpam.com

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Helping clients to achieve their financial goals as they would for themselves if they had our experience, expertise and time.