Lewis G. Kearns
A senior vice president at Wellington Management Co., Lewis Kearns took his passion for raising the standard of care for financial services to a gathering of 13 industry participants in Chicago on December 12, 1969. Over two days, Mr. Kearns chaired a meeting that essentially created the financial planning profession — laying the groundwork for what became the College for Financial Planning, the Certified Financial Planner certification and the Financial Planning Association. Mr. Kearns was put in charge of the education component of the movement. He created the syllabus for the College for Financial Planning, which opened in 1972 as the College for Financial Counseling. He went on to serve as chairman of the school’s board and was also instrumental in transforming the focus of investment advice from products to clients. Mr. Kearns passed away on Sept. 10, 2010.
To read the full profile, click here
(View the entire online package for InvestmentNews' 15th anniversary issue)