Robert Jazwinski Talks on The Aligned Money Show

Our founder and Co-CEO, Robert C. Jazwinski, CPA/PFS, CFP®, joined George Grombacher on the Aligned Money Show to talk about how the profession got here. Financial planning barely existed as a profession when Bob Jazwinski started JFS Wealth Advisors’ predecessor firm in 1986. Forty years later, the questions clients bring to the firm have changed and so has the work.

Their conversation covers the principles that have carried the firm through four decades, the widening wealth gap and the financial literacy problem underneath it, to where artificial intelligence fits inside an advisory firm, and the larger question of what money is actually for.

Worth a listen if you have wondered how planning went from a niche idea to a profession.