Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to share how she entered the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you!
Listen in as Enjoli takes us through her unconventional journey from an engineering major to a Navy veteran and ultimately to a Certified Financial Planner. She recounts her 23-year military career, her early interest in personal finance, and how she transitioned into a fintech startup after passing the CFP exam just before the onset of COVID-19. We also discuss Enjoli’s recent career moves, her vision for the future of financial planning, and she offers sage advice for those looking to switch careers into this field.
What You'll Learn In Today's Episode:
- How Enjoli turned engineer to Navy vet to CFP. (2:00)
- What she did in the military. (6:50)
- How she found financial planning. (7:45)
- Why she went the CFP route. (9:45)
- The length of time it took for Enjoli to gain her confidence. (15:35)
- What she is up to now in her career. (19:00)
- What she would like to see more of and less of in the industry. (22:00)
Ideas Worth Sharing:“After my third year of college I knew that investment banking was not for me.” - Enjoli Ramsey Click To Tweet There are just so many things to know in financial planning.” - Enjoli Ramsey Click To Tweet “I don’t know everything, but I know where to find the answers. Click To Tweet
Resources In Today's Episode:
Enjoli Ramsey: LinkedIn
In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.
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