Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you! Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for the ...
Jul 25, 2025•34 min
Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you! Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him lea...
Jul 18, 2025•32 min
John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you! Listen in as John shares how early roles in customer service - from Domino’s Pizza to a bank and call center - helped build the skills that laid the foundation for his su...
Jul 11, 2025•24 min
Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you! Listen in as Shai shares how she began her career in Corp...
Jul 04, 2025•26 min
Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is for you! Listen in as Joseph shares how he discovered the financial planning major, the coursework he’s completed, and how he’s grown as a leader thro...
Jun 27, 2025•28 min
Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they’ve successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in finding the right career fit or building strong team dynamics, this episode is for you! Listen in as Kathleen shares how she got her start in financi...
Jun 20, 2025•42 min
Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this episode is for you! Listen in as Gloria shares how her experience growing up in a financially struggling immigrant family shaped her interest in fina...
Jun 13, 2025•31 min
Derek Notman, founder and CEO of Couplr AI and co-host of Rethink. The Financial Advisor Podcast , joins the show to share how he transformed a thriving advisory career into a mission-driven entrepreneurial journey. After his passion for investing and mentoring at-risk youth led him to financial planning, Derek ultimately launched his own RIA. In this episode, he pulls back the curtain on how identifying a persistent industry pain point sparked the creation of his fintech startup, where he sees ...
Jun 06, 2025•28 min
Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joey shares how a free meal at an FPA meeting sparked his interest in financial planning, leading him to change his major and complete multiple internshi...
May 30, 2025•28 min
Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame...
May 23, 2025•42 min
Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for you! Listen i...
May 16, 2025•22 min
Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you! Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research finan...
May 09, 2025•30 min
Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you! Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her maj...
May 02, 2025•27 min
Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planner, this episode is for you! Listen in as Daniel shares how he began his CFP coursework while living in Nepal, passed the exam, and landed his first ro...
Apr 25, 2025•27 min
Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous jobs, or gain confidence in business development, this episode is for you! Listen in as Mike shares why he chose financial planning over accounting, ho...
Apr 18, 2025•27 min
Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you! Listen in as Mallory and Felix share their unique journeys ...
Apr 11, 2025•38 min
What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, and the valuable experience it offers aspiring financial planners. Listen in to hear what’s new for the 2025 Externship, as well as exciting updates f...
Apr 04, 2025•14 min
Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you! Listen in as Steven shares his career journey from working at a Big Four firm to leaving j...
Mar 28, 2025•26 min
Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're interested in career transitions, building and scaling a financial planning firm, or navigating succession planning, this episode is for you! Listen in as Larry shares his j...
Mar 21, 2025•30 min
Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you! Listen in as Prudence opens up about how she discovered financial planning, as well ...
Mar 14, 2025•26 min
Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client rela...
Mar 07, 2025•35 min
Conner Kolodge is the President of Cherry Tree Wealth Management, and he joins the show today to share his career journey to help more people and have a bigger impact. If you're interested in transitioning from accounting to financial planning, advancing quickly in your career, or understanding the balance between financial planning and investment management, this episode is for you! Listen in as Conner shares how his career path took him from finance to accounting, and a job at a Big Four firm,...
Feb 28, 2025•26 min
What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career growth, mentorship, or finding the right fit in financial planning, this conversation is one you won't want to miss! Listen in as Dan explains why he tur...
Feb 21, 2025•36 min
My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you! Listen in to hear about Ed’s experience working in various financial chann...
Feb 14, 2025•41 min
Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you! Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a ma...
Feb 07, 2025•30 min
Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you! Listen in as Jill shares how her background in psychology led her to consulting for wealth managem...
Jan 31, 2025•26 min
Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you! Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many peopl...
Jan 24, 2025•31 min
Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you! Listen in as Rianka...
Jan 17, 2025•32 min
Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you! Listen in as Brett shares what sparked his interest in financial planning, how he entered the ...
Jan 10, 2025•33 min
Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you! Listen in as Jeremy recounts launching his f...
Jan 03, 2025•29 min
