© Copyright 2013, The Institute for Wealth Planning

The Institute for Wealth Planning


Biographies of the Founding Fathers


Joel Koenig

Charter Advisor in Philanthropy (CAP®)

Accredited Estate Planner (AEP®)

Simon Singer

Certified Financial Planner (CFP®)

Charter Advisor in Philanthropy (CAP®)

Registered Financial Consultant (RFC®)