Taking Financial Planning to New Heights

Stuart Kahan

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Taking Financial Planning to New Heights

机译：将财务规划推向新的高度

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Bernard M. Kiely is the founder and owner of Kiely Capital Management, Inc. in Morristown, N.J., a fee-only investment management and financial planning firm. However, go to any financial planning conference and mention the name and you will be rewarded with a smile, and a "Bernie. Sure, I know Bernie." The one-word name seems to say it all because Bernie Kiely has been listed as one of the best financial advisors in the United States by Worth Magazine four times in a row and he has twice been named by Accounting Today as one of the 40 people to know in financial planning.

机译：Bernard M. Kiely是位于新泽西州莫里斯敦的Kiely Capital Management，Inc.的创始人和所有者，这是一家仅收费的投资管理和财务计划公司。但是，去参加任何财务计划会议并提到这个名字，就会得到一个微笑和“伯尼。当然，我知道伯尼。”一个字的名字似乎说明了一切，因为伯尼·基利（Bernie Kiely）连续四次被《沃思杂志》（Worth Magazine）评为美国最佳财务顾问之一，并且他两次被《今日会计》评为40人之一要了解财务计划。

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《Accounting Technology》 |2005年第sup期|p.10-15|共6页
作者
Stuart Kahan;
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Taking Financial Planning to New Heights

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