Ep #67: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 2)

Welcome to part two of my conversation with Antonio Tovar, an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. We pick up the conversation by discussing what role Antonio began in at the large financial services firm where he started, how he was able to move up within that firm, and the valuable skills he was able to hone while there.

Listen in to learn why he chose the CFP, how he passed the exam on his first try, and what a typical day at an RIA now looks like for him. If you are a recent graduate just starting out with a large firm and are wondering whether it’s the right fit for you, this is an episode you can’t afford to miss!

What You'll Learn In Today's Episode:

Antonio’s role at the large financial services firm where he started. (1:30)
How he got through beginning his career during the pandemic. (5:15)
The salary he started with. (6:16)
What it means to be an Associate Wealth Manager. (8:45)
What Antonio’s day-to-day looks like. (12:30)
What’s next for him. (16:10)
His tips for passing the CFP exam. (18:00)
Tips for new planners. (22:55)

Ideas Worth Sharing:

“You can either get burned, or you can do it correctly and do your part right.” - Antonio Tovar Share on X “You have more freedom and flexibility to grow at your own pace {at an RIA}.” - Antonio Tovar Share on X “You have to really commit to {the CFP exam} and take it seriously.” - Antonio Tovar Share on X

Resources In Today's Episode:

Antonio Tovar: LinkedIn

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