Welcome to the College for Financial Planning’s monthly audio series, Financial Planning Perspectives 2008. This month’s presentation, December 2007, will focus on “Behavioral Finance” Charles Etzweiler, CFP®, MBA.

Author: Charles Etzweiler, CFP®, MBA

Etzweiler is Senior Vice President and Senior Investment Officer for Breneman Winbush and Associates, an independent registered investment advisor located in Rochester, Minnesota, where he is responsible for managing $125 million of assets. Etzweiler has spent more than 20 years in the securities industry. Prior to his appointment at Breneman Winbush, Etzweiler worked as a regional vice president of investments for both Wells Capital Management and AAL Capital Management. He also holds the NASD series 6, 7, 24, 63, and 65 licenses and holds four designations issues by the College for Financial Planning; they are the AWMASM, CRPC®, AAMS®, and CMFC®. Etzweiler is also a Level III CFA candidate. He graduated from Syracuse University and holds an MBA from Rollins College with a concentration in finance. Note: Etzweiler has given hundreds of investment seminars in the last ten years and hosted the satellite television broadcast known as “Economic Update and Overview for Thrivent Asset Management.”

Complexity Level: Advanced