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 transition from a reluctant private sector career to a part-time virtual paraplanner, supported by invaluable mentorship from her first employer. Finally, she explores her successful search for firms not managing assets, and the factors contributing to her finding the perfect fit at her current firm.

You can find show notes and more information by clicking here: bit.ly/3Y93LWv