Major Product/SVS:
Personal financial advice
Education Degrees:
Master's Degree in Economics, Northern Illinois University (1980); Undergraduate Degree, Northwestern University (1968)
Children's Names:
Charles III, Kimberly, Rebecca
Number Of Years In Profession:
21
Number Of Years In Current Position:
1
What Does He/She Attribute Success To:
She attributes her success to her spending extra time with each of her clients.
Why did you become involved in your profession or industry?:
She became involved in her profession because she was always interested in math and economics.
Position Responsibilities and Duties:
Offering fee-based investing and financial planning; Conducting consultations to determine financial goals
Education Certifications:
Certified Financial Planner, California Registry of Professional Counselors and Paraprofessionals; Certified Financial Planner, Financial Planning Association; AAMS Designation
Awards/Honors:
Five Star Wealth Manager, Chicago Magazine (2010)
Where Will You Be In 5 Years:
In five years, Ms. Sweet hopes to continue in her current position.