The California Institute of Finance is Proud to introduce well known Retirement Expert Robert Powell as a Research Fellow at CIF. Please check back to the CIF Blog regularly to follow Mr. Powell’s MarketWatch Retirement Blog.
Robert Powell, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
President and founder of Unison, LLC
Robert Powell is president and founder of Unison, LLC, a Salem, Mass.-based financial education, communications and consulting firm. He is editor of Retirement Weekly, a Marketwatch-Dow Jones subscription publication, executive producer of “More Than Money,” a personal finance television series produced by
Connecticut Public Television & Radio, co-author of “Decoding Wall Street,” an investment primer published by McGraw-Hill, and author “20 Tips for Retirement Investors,” published by MarketWatch.com. He also currently provides consulting to the Financial Planning Association and Major League Investments.
Robert formerly served as Managing Director at Acadient, where he was responsible for the Boston University Online Program for Financial Planners, a CFP registered program, the Center for Fiduciary Studies’ Accredited Investment Fiduciary Web-based Program, and the Lightbulb Press’ 401(k) Basics Program. Previously, Robert served as director of marketing, training and education for FundQuest, an investment management firm, editor and publisher of mutualfunds.com, and president of FinStream.com, an online financial education company.
From 1993 to 2000, he served as Managing Director and editor-in-chief of Boston-based DALBAR, Inc. where he was responsible for all aspects of the firm’s
multi-million dollar publishing company: Mutual Fund Market News, Variable Annuity Market News, The Journal of Mutual Fund Services, Registered Investment Advisor, Visionaries, and “Advice, Trust & Money.” Robert also played a lead role in creating and developing CompuServe WOW!’s personal finance and business website, and TheRightAdviser, a joint venture between DALBAR and Microsoft Corp.’s MoneyCentral that enabled consumers to search for and select a financial advisor.
Prior to joining DALBAR, Robert served for five years as personal finance and mutual funds columnist for The Boston Herald where he created “The Money Manager” column and co-wrote “On State Street.” He has also served as a business reporter for the Berkshire Eagle and Boston Business Journal.
Robert has extensive internet, broadcast, print and radio experience: His work has appeared in The Wall Street Journal, the Financial Times, MarketWatch.com, and Your Money. He has served as host or co-host of several television,
radio and internet chat programs, including Consumer Portfolio on Boston Cablevision, Talk of New England on New England Cable News, The Money Manager on WMEX-AM Boston, and FundWire on AmericaOnline.
Robert has also worked for DeanWitterReynolds and Marion Laboratories. Robert was graduated with a bachelor’s degree from Marquette University and a master’s degree in journalism from Boston University College of Communication/ School of Management.) Robert also attended Boston University’s Program for Financial Planners, a CFP board-registered program.
Robert serves or has served on the following boards: the Nicholas Green Scholarship Fund, Inc., Project SAVE Armenian Archives, Boston University Program for Financial Planners, Jewish Federation of the North Shore (Mass.) Interfaith Outreach Committee, Jewish Federation of the North Shore YLD, Investment Management Marketing Association, NICSA Technology Committee, and Lynn Youth Hockey. He is a member of the Society of Business Editors and
Writers. He lives in Swampscott, Mass. with his wife and four children, triplet sons and a daughter.
See California Research Fellow Robert Powell in a live presentation in Santa Barbara, CA this week, July 15th, 2011:
The Retirement that we Deserve
8:00 AM – 12:15 PM
Montecito Country Club in Santa Barbara
920 Summit Road, Santa Barbara, CA 93108
“What does the world of retirement look like from the viewpoint of a journalist who spends his life eating, breathing, and sleeping all things retirement? Is it even possible to be optimistic about the state of retirement in America today? If not, what will it take for more Americans to achieve retirement security and what role will and should advisers play in that effort?”
RESERVATIONS ARE A MUST! Reservations deadline July 12th, 2011 To reserve your spot, call 1-877-281-0675 and choose #1 or make
your reservations on our web-site via PayPal.
When reserving by phone, make your check out to FPA Ventura, and mail to PO Box 188, Camarillo CA. 93011-0188. The fee is $45 for members and $65 for non-members. (Sorry, but we have to bill for no-shows or cancellations after July 12th.)