Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh
Release Date: 12/27/2024
Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman
New Planner Podcast
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 the future of advice heading next, and more. Listen in as he opens up about his early success in the...
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Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
New Planner Podcast
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 internships during school. He also walks through how he landed his first full-time role, the career decisions...
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Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin
New Planner Podcast
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 to advance, while Victor recounts how his father’s career inspired him to transition from...
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
New Planner Podcast
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 in as Blake shares how he got involved, what makes NexGen unique, and the real impact it’s had on...
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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
New Planner Podcast
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 financial planning and ultimately pursue it as a career. He explains how he landed his first position in...
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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
New Planner Podcast
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 major. She discusses how she leveraged a family connection to land a two-year rotational program at a...
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Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt
New Planner Podcast
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 role as an associate financial planner in a firm that turned out to be a great fit. He discusses how...
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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
New Planner Podcast
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, how he landed his first role, and how his responsibilities evolved as he advanced within his firm....
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Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
New Planner Podcast
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 into financial planning, including Mallory’s path from an art degree to becoming a partner at her...
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Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore
New Planner Podcast
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 from the previous year. You'll learn how you can sign up for the Externship and take the next...
info_outlineKirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you!
Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational interviews to solidify her interest and secure her first role. She also discusses the hardest part of her career transition, how she worked her way up in her firm to become a CFP, and what it was like to carve out her own career path.
You can find show notes and more information by clicking here: https://bit.ly/4ikZzNi