J.R. is the owner/founder of Financial Planning Hawaii. He holds a B.A. in Economics from Williams College and has been in the financial services industry for more than 30 years. He has authored or co-authored many research papers that have been published in peer-reviewed journals along with scores of mainstream media articles on a broad range of financial planning topics. His commentary has been cited in nearly every major financial news media outlet and he has twice been included on Investopedia’s list of the top 100 most influential financial advisors in the U.S. As a longtime practicing financial advisor, his understanding of the nuances of the independent advisor space gives Nest Egg Guru an advantage in competing against software companies that think they understand the indy-FA space, but have never actually worked in it.
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