You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Unsung Benefits of the Paraplanning Path

June 15, 2021

Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.