Roger Hewins readily admits he lacks many of the credentials he looks for in his employees. The president of Hewins Financial got his start managing pension assets, but now runs a national financial planning firm that has 1,200 individual clients, $3.5 billion in assets under management and 60 employees — including some three dozen planners bearing impressive professional designations.

“I am not a CPA; I’m not a CFP,” he says. “We have a lot of great planners in the firm, but I am not one of them.”

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