Bill Winterberg (@BillWinterberg) chatted with Elecia about leaving embedded engineering to become a financial planner then to being a technology adviser to other financial planners.
Bill's company is FPPad. You can subscribe to his newsletter and watch Bits and Bytes, his video blog (or read it).
Bill and Elecia met at LeapFrog. Bill was instrumental in making the original LeapPad Learning System.
When Elecia mentioned Domini Social Investments, Bill mentioned Vanguard Total Stock Market.
Get a Financial Life: Personal Finance In Your Twenties and Thirties
Financial adviser networks:
- XY Planning Network (by interest)
- Garrett Planning Network (hourly fees only)
- NAPFA (fee only advisers)
- CFP® (by zip code)
Robo-advisor (automated investment management)
Bill says: "It shouldn't be this hard for smart engineers."