You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career

September 21, 2021

Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.