South Carolina Business Review

What is the Financial Planning Assn?

By Mike Switzer

Published November 12, 2024 at 6:30 AM EST

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Mike Switzer, host of the South Carolina Business Review

We’ve talked in the past about different things to consider when hiring a financial advisor. These have included the advisor’s experience, credentials, and how they’re compensated. But did you know that there is an association for financial advisors which is focused on the profession of financial planning? Mike Switzer interviews Rob DeHollander, a certified financial planner in Greenville SC and member of the South Carolina Financial Planning Association.

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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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