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Empirical Investing Radio

Empirical Investing Radio

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August 25th 2011:THE FINANCIAL PLANNING PROCESS

Ken and David Loeper, CEO of Wealthcare Capital Management®, discuss how to add value to the traditional financial planning process

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Featured Guest

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David B. Loeper

David B. Loeper is a Certified Investment Management Analyst®, a Certified Investment Management Consultant® and the CEO of Financeware, Inc. which does business as Wealthcare Capital Management®. An SEC Registered Investment Adviser with nearly 25 years experience, Mr. Loeper has appeared on CNBC and has been a featured contributor on Bloomberg TV. Mr. Loeper joined Wheat First Securities as vice president of investment consulting in 1988, where he served for 10 years. He was promoted to managing director of investment consulting, and then eventually to managing director of strategic planning for the retail brokerage division. He left his position at Wheat First Securities in 1999 to fou
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