Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Dr. Andrew Sherbo is currently on the faculty of the Daniels College of Business at the University of Denver. His professional career in finance consists of 43 years in both the public and corporate sectors. He has been a Certified Financial Planner (CFP®) since 1985 by the Certified Financial Planner Board of Standards, Inc. He is also a Registered Investment Adviser with the Financial Industry Regulatory Authority (FINRA).
Presenter(s): Andrew Sherbo, Ph.D., CFP, Ezekiel Thiessen, CFA