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Jun 05, 2012 · How Same-Sex Couples Can Find Financial Advisers. By Tara Siegel Bernard June 5, 2012 1:47 pm The College for Financial Planning — which provides financial education services — initially created the program as part of a partnership with Wachovia (now Wells Fargo) and its advisers, though it was opened to anyone in November, 2010. David Polevoy,CFP® is the firm’s Managing Member, with over 20 years experience in wealth management, financial planning, pension planning, finance and insurance. He has served as a Director of The Metro New York Society of The Institute of Certified Financial Planners.
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