It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learned about being a manager within their financial planning...

Camille Bouvet’s story is perfect for anyone who has ever felt that the traditional career of an advisor doesn’t quite meet the type of client relationships they want to have, or the kind of financial guidance they want to be giving.

Today we’re introducing our three new #YAFPNW hosts! Ian Harvey, Alexandria Davis, and Matt Fizell, all bring unique perspectives to the table - and we’re thrilled to have them with us this year.

Finding a balance between work, growing a brand, and living a life you love is key for Brittney Castro, CFP®, and in this episode she encourages all planners to do the same. Brittney has some fantastic insights both on being a planner and on being a bu...

This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life, how her relationship with her other firm members are ...

Ian Harvey, CFP(R) shares how important it is to find a firm culture that fits who you are and what you value. He shares his career journey through excellent firms to find the one that was the right fit for him.

Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the profession as a career changer.

Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers,

Ashley Murphy, CFP®, is a financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” - it’s a specialization.

Ginnie Baker fell into financial planning after choosing to take a related elective course in college. She immediately fell in love with the profession, and started pursuing financial planning jobs after graduation.