You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Banking, Insurance & Investments: Finding Your Role in the Profession

September 17, 2019

Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to Rome.