You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Flexing Your CFP®: Roles in Fintech and RIA Development

November 23, 2021

Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.