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Financial literacy and the value of financial planning: Part 2

David Turner, certified financial planner in Greenville, SC
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David Turner
David Turner, certified financial planner in Greenville, SC

The last time we spoke with our next guest, we talked about financial literacy and financial planning, and today, we’re going to continue that conversation. Mike Switzer interviews Dave Turner, a certified financial planner in Greenville, SC. Resources:

National Endowment for Financial Education

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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.