• Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

  • Jul 7 2023
  • Duración: 28 m
  • Podcast

Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

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  • Resumen

  • Andrew Fincher is a Financial Advisor at VLP Financial Advisors based out of Vienna, VA, and he joins the show today to share how he became a financial planner. If you think you are too young or inexperienced to become a lead planner, this is an episode for you!

    Listen in as Andrew shares his journey from accounting major to successful financial planner, and how overcoming career obstacles during the COVID-19 pandemic led him to become the trusted lead advisor for 40 clients at his current firm—all at the age of 25. We also discuss Andrew’s passion for financial planning education, insights on how to engage more high school and college students in the field, and valuable tips for new planners.

    You can find show notes and more information by clicking here: bit.ly/447UiB5

    See omnystudio.com/listener for privacy information.
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