| PRESENTER: Curt Weil, CFP®, is a long-time veteran of the profession, past President and frequent presenter in Ethics.
BIO: 45+ years as a stockbroker, financial planner, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California, Santa Cruz. |