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Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his story of becoming a Certified Financial Planner and RIA firm owner. If you feel like you are a round peg in a square hole and your career is not where you want it to be, this is an episode you won’t want to miss! In this episode, Alex shares his journey from childhood lessons in personal finance to earning his CFP designation and entering the world of financial planning, ...
Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning into the financial planning profession after a 17-year career in the military. If you’re struggling to break into the financial planning profession, then this is an episode for you! Listen in as Nathan shares his journey into financial planning, discussing his education, early experiences, and why transitioning careers was the right move for him. He opens up about the trials of ...
Taylor Demars is a financial planner with Demars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor just a year into his tenure. If you’re a new planner being pushed out of your comfort zone then this is an episode for you! Listen in as Taylor shares why he joined the family-owned financial planning business that his grandfather founded, how he became ...
Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from first becoming interested in financial planning to starting her own firm. If you have found yourself questioning your passion for serving high-net-worth clients and are considering a different path, this is an episode for you! Listen in as Alli shares the sequence of events that led her to shift her focus from majoring in mathematics to financial planning despite the disapproval ...
Deanne Rosso and Chuck Vickery from Elevate Wealth Advisory, based out of Athens, GA, join the show today to discuss the challenges and wins of their successful partnership and buyout. If you dream of buying out your firm’s founder, this is an episode you won’t want to miss! Listen in as Deanne and Chuck take us on a journey through their partnership in financial planning, starting with Deanne’s beginnings in the field, how she and Chuck met, why she decided to join Chuck’s team (despite more ...
Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for you! Listen in as Mark shares his unexpected journey in the financial planning profession, starting with a phone call from a family member, and leaving his previous career to join ...
Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you! Listen in as Kevin shares the events that led him to switch his major and explore career paths outside of ophthalmology, how his interest in financial planning was sparked, and how his undergraduate ...
Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you! Tune in to hear Ariana share the pivotal moment when she decided to pursue financial planning full-time, why big tech wasn't fulfilling for her, and how ...
Today I'm joined by Liz Plot, the Founder of Primas Financial Planning. After spending 10 years as a financial coach for members of the military, Liz made the decision to start her own firm. If you think you might be an accidental entrepreneur, this is an episode you won’t want to miss! Listen in as we discuss the differences between financial planning, financial coaching, and financial counseling, as well as the struggle that Liz had being rejected by employers early on due to her need for a ...
Hannah Moore is the owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Also the creator and facilitator of the Financial Planning Externship Program, Hannah joins the show today to talk about what she has been up to over the last 2 years. If you're interested in participating in the Externship program, be sure to listen in and sign up today! Join us as Hannah talks about the Externship program, sharing exciting updates for its fourth year. She also provides details on ...
Alex Hopkin is the Founder of Simply Paraplanner, an online job board that connects virtual paraplanners with firms seeking virtual hires nationwide. If you are seeking a virtual paraplanner role, this is an episode for you! Listen in as Alex talks us through her path to becoming a financial planner, starting with the scholarship she received and the challenges she faced as a military spouse seeking a virtual position in a field that had few options for remote work. You'll learn about her ...
Ryan Rasmussen is a Trust and Estates Coordinator for the University of Georgia, and he joins the shows today to share his story of how he became a financial planner. If you are seeking a career path outside of one of the main points of entry into the profession, this is an episode you won’t want to miss! Listen in as Ryan shares his career journey, from his start in the Certified Financial Planner (CFP) program to his current role as an academic financial counselor at the University of ...
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