Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you! Listen in as Bryan shares why he pursued the CFP certification, as ...
Oct25
