McClanahan, Carolyn
Dr. Carolyn McClanahan is the founder of Life Planning Partners, Inc. She began her career as a physician practicing Family Medicine and Emergency Medicine. In 2000, Carolyn and her husband searched for a financial planner. Because most were mainly interested in managing their portfolio and not in providing the advice, she enrolled in the CFP® […]
Grau, David
David Grau Jr. is the CEO of Succession Resource Group, the nation’s leading consulting firm on advisor valuation, acquisition and succession planning. Over the last decade, David has been nominated and won numerous awards for SRG’s work and thought leadership in the financial services industry, and has personally assisted hundreds of advisors buy, merge, sell, […]
Johnson, Meredith
Meredith Johnson, CPA, CFP® is a partner at BPM LLP in San Francisco, and leads the Private Client tax practice. Meredith holds an active CPA license in California and is also a Certified Financial Planner practitioner. Her professional leadership roles include serving as State Board Chair of the California Society of CPAs and head of […]
Murtha, Frank
Frank Murtha holds a doctorate in Counseling Psychology from The University at Buffalo where he did his dissertation on cognitive errors in gambling behavior. He has taught at numerous colleges including Marist, Baruch, and NYU. In 2001, he co-founded MarketPsych LLC, the first Behavioral Finance consulting firm in North America, where he specialized in helping […]