Picking up on a long-time interest in personal financial planning, Mr. Korb worked part time at a prestigious Bethesda, Maryland-based fee-only financial planning firm where he performed such tasks as introducing Monte Caro techniques, drafting an enhanced Investment Policy Statement template, revising investment education material for clients and exploring integrating office systems.
Mr. Korb earned a Certificate in Financial Planning from Florida Institute of Technology in March, 2000, and received his Certified Financial Planner® designation in July, 2000. He started his own financial planning business, Lighthouse Financial Planning, in 2003. He has earned numerous continuing education credits (CEUs) in the financial planning field since that time. Mr. Korb is a registered Investment Advisor Representative, and a licensed Life and Health Insurance Advisor in the State of Maryland.
Mr. Korb is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He is currently the leader of the NAPFA Metropolitan DC Study Group. He has volunteered for Kiplinger-NAPFA financial planning call-in days and regularly participates in professional conferences sponsored by NAPFA, FPA, and other organizations.
Mr. Korb has been quoted numerous times in the popular and trade press. He was quoted on "Changes Chalked up for 403(b)s" in Consumer Reports Money Advisor, March 2008; on Long-Term Care Insurance in the Ladies Home Journal, May 2007; on Alternative Minimum Tax Policy in Investment News, April 2, 2007; on taking full advantage of tax saving opportunities with 401(k) plans, traditional and Roth IRAs in Fidelity Investor's Weekly, Personal Finance Newsletter, July 4, 2005.
Mr. Korb is married with two married children and four young grandchildren. He still finds time for racquetball and sailing.