Wealth is Women’s Work

PEGGY RUHLIN is the retired Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019 and led the firm in multiple capacities since joining in 1987. Peggy is one of America’s most distinguished women in wealth management. She received the Alexandra Armstrong Award for lifetime achievement, was named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014. Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant.

INTRODUCTION:
“How Are You Feeling?”
PART ONE
We Need More Women
“But I’m Not Good at Math”
“It’s Boring”
“It’s a Man’s Field”
“I Don’t Have the Right Skills”
“CFPs Only Work with Rich People”
PART TWO
CFP® Certification: The Standard of Excellence
Passing the Test
The Power of Internships
The Law of Attraction
CONCLUSION
To My Fellow CPAs
To My Industry Colleagues
Acknowledgments
About the Author
Contact