Should Financial Planning be a "Profession"?

By Mike Switzer

Published June 12, 2018 at 5:24 AM EDT

Doctors, lawyers, and CPAs are considered professional occupations, that is: having a specialized body of knowledge, and having education, experience, and ethical requirements.

Our next guest believes that certified financial planning should also be considered a bona fide “profession” and he’s working hard to make it happen.\

Mike Switzer interviews Rick Van der Noord, a certified financial planner in Greenville, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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