career path

Ep #85: Carving Your Own Path Outside of a Family Business with Dan Weiss

Dan Weiss is an Associate Wealth Manager with PrairieView Partners in Minneapolis, MN. He joins the show today to share his path into financial planning and how he was exposed to it early on through his father's firm. He also discusses why he didn't join his father's firm when he started his career, instead moving halfway across the country to join a fee-only RIA in the Midwest. Listen in to hear how he found his job, why he knew it was a good fit, and some insights into the interview process. ...

Ep #38: Joining a New Firm to Making Partner in 5 Years with Kelly Stanley

Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years. Listen in as Kelly details her career trajectory, from first being interested in financial planning as a child to securing her first position at a broker-dealer firm and eventually earning the partner role in a ...

Ep #17: Pursuing a Career in Academia While Running Your Own Firm with Inga Timmerman

Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph.D. and a career in academia in addition to her CFP, and what made her take the plunge into starting her own firm. Listen in as she explains the ...

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