Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you!

Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He discusses how networking helped him land his first role at a small firm, where he added value, grew his responsibilities, and sharpened his planning skills. Stay tuned to hear how he navigated an unexpected job transition and what he learned in the process.

You can find show notes and more information by clicking here: https://bit.ly/40yH9Bo

Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journey’s brought them to working together at PortSalus. If you're interested in forging your own path in financial planning, finding the right mentorship, or learning how to thrive in a growing firm, this episode is for you!

Listen in as Sage and Jeremy share how their distinct paths led them to financial planning - Jeremy through a traditional degree that lacked mentorship, prompting him to start his own fee-only firm, and Sage from a background in social work that eventually brought her to the CFP program. They discuss how Jeremy developed as a manager and leader, and how Sage has quickly added value and grown within the firm. Stay tuned for insights on growth, collaboration, and building a fulfilling career in financial planning.

You can find show notes and more information by clicking here: https://bit.ly/411Ufak

Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you!

Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for the profession. He opens up about the challenges of finding his first opportunity, how earning key licenses helped him get started, and why he ultimately left a firm he once thought he'd stay with long term. Matthew also offers insights on client transitions and advice for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4kAPefT