Caleb Brown, Author at New Planner Recruiting

Ep #241: From Clergy to CFP with Samuel Kim

Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you! Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He ...

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Aug01

Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff

Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journeys brought them to working together at PortSalus. If you're interested in forging your own path in financial planning, finding the right mentorship, or learning how to thrive in a growing firm, this episode is for you! Listen in as Sage and Jeremy share how their distinct paths led them to financial planning - Jeremy ...

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Jul25

Ep #239: Thriving in a Hybrid Role with Matthew Gray

Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you! Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for ...

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Jul18

Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu

Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you! Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him ...

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Jul11

Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe

John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you! Listen in as John shares how early roles in customer service - from Domino’s Pizza to a bank and call center - helped build the skills that laid the foundation for his ...

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Jul04

Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau

Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you! Listen in as Shai shares how she began her career in ...

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Jun27

Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette

Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is for you! Listen in as Joseph shares how he discovered the financial planning major, the coursework he’s completed, and how he’s grown as a leader ...

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Jun20

Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood

Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they’ve successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in finding the right career fit or building strong team dynamics, this episode is for you! Listen in as Kathleen shares how she got her start in ...

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Jun13

Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros

Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this episode is for you! Listen in as Gloria shares how her experience growing up in a financially struggling immigrant family shaped her interest in ...

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Jun06

Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman

Derek Notman, founder and CEO of Couplr AI and co-host of Rethink. The Financial Advisor Podcast, joins the show to share how he transformed a thriving advisory career into a mission-driven entrepreneurial journey. After his passion for investing and mentoring at-risk youth led him to financial planning, Derek ultimately launched his own RIA. In this episode, he pulls back the curtain on how identifying a persistent industry pain point sparked the creation of his fintech startup, where he sees ...

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May30

Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss

Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joey shares how a free meal at an FPA meeting sparked his interest in financial planning, leading him to change his major and complete multiple ...

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May23

Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she ...

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