Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career path and how she gained confidence with clients. Listen in as we discuss how she has worked her way up from Associate Planner to Director of ...
Ep #62: From Junior College to Financial Planner with Jenny Hood
Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years. Listen in as we discuss Jenny’s experience with managing her career while also raising small children, why she first got involved with the Financial Planning Association, and some of the ...
Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland
Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Karly joins the show to share how she got her start in the financial planning profession, developed a niche in tax planning, and how she landed where she is today. Listen in as she talks about the main functions of her role each day, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she secured her first role, made the transition from ...
Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce
Erin Bruce is an Associate Planner with Cannon Financial Strategists based out of Athens, GA. She joins me in this episode to share what an associate's day-to-day life looks like, including the three things that make up most of her day, and why financial planning is a great career fit for her. Listen in as we dive into her experience transitioning from student to professional, how other planners can make the transition as smooth as possible, and what Erin did while still in college to set ...
Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara
Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning profession. He joins the show today to share his journey and the success he has found in the profession. Listen in as Juan talks about how he got his start in financial planning, why the first channel he started in was not the best fit for him, and how he secured his position ...
Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano
Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning. Listen in as we discuss how Nick found his first position with a large financial institution and what that role entailed, as well as why he went after the CFP designation and how his career focus shifted after going through ...
Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan – Part 2
In this episode, we pick back up with Karina Linehan, an Associate Advisor with SAGEbroadview Wealth Management. Today we dive further into her experience transitioning from Corporate America to the financial planning world and how her previous roles have helped her to succeed in her current position. Listen in as Karina shares how she started her career in audit at Johnson & Johnson before eventually pivoting to an insurance firm, as well as why she decided to make the change. She also ...
Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan
Karina Linehan is an Associate Advisor with SAGEbroadview Wealth Management based out of Morristown, NJ. She joins me on the show today to share her career journey from corporate America to the financial planning world. Listen in as she shares how she started in financial planning, what her responsibilities are as an Associate Advisor, and what the first few meetings of the new client experience are like at SAGEbroadview Wealth. We also dive into how her role with the firm shifted as a result ...
Ep #55: Pivoting Away From Tax Accounting to Financial Planning with Cole Christian
Cole Christian is a Wealth Strategist based out of St. Louis, MO, who initially began his financial planning career pursuing an accounting degree and becoming a Certified Public Accountant. He joins the show today to share his journey into the financial planning world and how his career has pivoted from accounting to financial planning. Listen in as Cole shares his beginning in financial planning, including the very unique internship situation he found himself in and why he chose to work for a ...
Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman
Jen Goldman is a Certified Financial Planner and Business Transformer with Jen Goldman Consulting based out of Boston, MA. Jen knew she wanted to be a financial planner when she was 19 years old, and she joins the show today to share her story of how she thrived as a young woman in a male-dominated industry. Listen in as we dive into how Jen brought in clients during her early days as a wirehouse advisor, the things she learned about herself and her skills after a few years on the job, and why ...
Ep #53: From Admin Assistant to CEO with Tina Mistry
Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner. Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for ...
SPECIAL EPISODE: Bringing Minority Planners into the Profession with Emlen Miles-Mattingly and Luis Rosa
Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it. Listen in as they share the ...