How well do you know your professor?
This is what Will Kellar used to do before becoming a financial advisor
What is a Youth Pastor?
This type of account allows your money to grow tax-free, making it especially appealing for young investors.
What is a Roth IRA?
This three-digit number can determine your interest rate, ability to rent an apartment, or even get a job.
What is a credit score?
This is the Undergraduate Program Coordinator for the COB
Who is Bess Waxenfelter?
This was the year that George Fox founded
When is 1891?
Ryan Halley's Favorite Hobby
What is Fishing?
As the demand for comprehensive advice grows, more advisors are pursuing this certification, often considered the gold standard in financial planning.
What is the Certified Financial Planner (CFP) designation?
This government agency regulates investment advisors and ensures ethical practices.
What is the SEC (Securities and Exchange Commission)?
These are the two newest faculty members in the COB?
Who is Bob Thomas and Heather Lohmolder?
This is the name of the president of george fox universty
Who is Robin Baker?
This is the Name of Ryan Price's Advisory Firm
What is AIM Wealth Advisory?
This type of account allows you to save for medical expenses with tax-free growth and withdrawals.
What is an HSA (Health Savings Account)?
This type of advisor compensation eliminates commissions, helping to avoid conflicts of interest.
What is a fee-only model?
This year was the first graduating class of financial planning students?
When is 2021?
This is how large the first graduating class at George Fox
How many are 2 students?
This is the msot famous person that Lawerence Efrem used to work with.
Who is Mike Tyson
In 2025, this is the approximate amount an individual can pass on to heirs federal estate-tax free.This is the maximum amount an individual under age 50 can contribute to an IRA in 2025.
What is about $13.6 million?
This type of investing involves balancing risk and reward across asset classes like stocks, bonds, and cash.
What is diversification?
This is How many core business credits do you need to graduate
What is 42 credits?
How much the mama bear statue weighs
How much is 1,200 pounds?
This is where Ryan Halley went to college
What is Ohio State?
This 2024 law aimed to expand retirement savings options for Americans by adjusting RMD ages and catch-up contributions.
What is the SECURE Act 2.0?
In 2025, this is the maximum amount you can give to any one person each year without triggering the federal gift tax.
What is $18,000?
This is the FINP Program Development Manager
Who is Carly Pon?
The longest serving professor of George Fox
Who is Mary Sutton?