My Work:  AFC®

My Roots:  Compton, CA, U.S.N.

My Passion:  Helping others ahieve through better managing their personal finances

My Hero:  My Mother, Kathleen M. Murray

My Favorite Quote:  Always ‘B’ Magnificent

My Favorite Personal Finance Tool/Resource: One on One, Budget Worksheet

My Advice:

  • To Someone Considering Becoming a Financial Counselor/Coach: Follow Your Passion.
  • To Someone Going Through the AFC Program: Stay the Course: You will help those in need.
  • To Someone Beginning the Journey of Financial Education/Wellness: Stay connected and always learn something new everyday.

My Way of Meeting People Where They Are:” Find out what they need and be the perceived expert.

Follow me:
@Brian Lomax

My question for colleagues/peers:  How do you help your clients win?

Respond to Brian’s question in the comments section below and follow AFCPE on social media to engage with our #FinLitMonth spotlight questions, tips and fun facts throughout the month of April. 

April 21, 2018

Brian Lomax, AFC®, FFC® candidate, AFCPE® Member

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