Financial Planning for Generation X & Y Women
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Wi$eUp eNews – Fall 2009
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Wi$eUp ExpertsFinancial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project. On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org Virginia Clay CFA
Financial Advisor/Financial Planning Association (FPA) Smith Barney
Bio:
Virginia Clay views investment and financial advising as a service profession. “If my clients achieve their investment goals and are pleased, then I have succeeded in my mission as their advisor.”Early in her career, she followed her father into the field of health care. He owned Hall’s Drug Store in Oxford, NC. Virginia worked as a nurse and earned her Doctorate of Pharmacy before expanding her realm of expertise into the fields of business and economics. Virginia earned a Masters in Health Policy and Management from Harvard University in 1996. This program included work in economics, business, finance, politics, and government. Virginia was able to develop a broad approach to helping people plan for the future. She views economic decisions, along with health care and legal planning, as the foundation for personal well-being. She presents this broad understanding of long-term quality of life issues in her seminar, “Quality of Life Planning for Retirement”, which she leads collaboratively with medical and legal professionals. As a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of North Carolina, she works diligently to stay abreast of current trends in the field. The CFA Institute, formerly the Association for Investment Management Research, leads the investment industry by setting the highest standards of professional ethics and by vigorously advocating fair and transparent capital markets. Virginia has passed the Level 3 CFA Exam, which is an important step to becoming a CFA charter holder. Virginia enjoys tennis, ballroom dancing, and reading when she’s not working to help individuals, non-profits, businesses, and business owners develop plans to achieve their financial goals. “I think the most important thing is that you have a level of confidence in me because you believe that I’m an honest and ethical business person.” | ||||
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