TV personality and personal finance journalist Carmen Wong Ulrich considered many options over the past year and a half as she explored the possibility of opening up her own financial planning firm.

“I had opportunities to go to really big firms,” Wong Ulrich, 40, says. “I only talked to people I knew for a long time.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access