You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Exploring Career Paths and A Better Way to Manage

February 26, 2019

Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic - a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tr...