Military

Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his journey from leaving the Marines to embarking on a career in financial planning, as well as the financial adjustments he and his fiancée made to ...

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Nov10

Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you! Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his ...

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Ep #143: Finding a Non-AUM Firm to Join with Dawn Torres-Gale

Dawn Torres-Gale is a Client Services Manager at Compass Planning Associates based out of Westport, MA, and she joins the show today to discuss her journey of becoming a financial planner. If you are seeking a firm that has a unique structure, this is an episode you won’t want to miss! Join us as Dawn reveals her unique journey from conflict resolution within the military to becoming a financial planner, spurred by service members' need for advanced financial guidance. Learn about her ...

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Jan06

Ep #115: From the Front Lines of Iraq to Passing the CFP Exam with Devoda Owens

Devoda Owens is an Analyst with Linscomb and Williams based out of Houston, TX. He stops by the show today to share how he recently passed the CFP exam and tips for anyone looking to do the same. If you are not sure of what your path to a career in financial planning might look like, this is an episode you won’t want to miss! Listen in as Devoda opens up about his experience passing the CFP exam and offers advice for others who plan to take it, as well. We also discuss Devoda’s personal ...

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