• 9. How Did We Get From Farm School to Financial Planner?

  • Sep 26 2024
  • Length: 1 hr and 21 mins
  • Podcast

9. How Did We Get From Farm School to Financial Planner?

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  • Summary

  • In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset.

    Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how moving to California became a pivotal turning point in his career. He also dives into the significance of macroeconomics in personal investing, key lessons from the 2008 financial crisis, and the value of patience and resilience when managing finances.

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    Cullen Roche on LinkedIn

    Jess Bost on LinkedIn

    Mark Newfield on LinkedIn
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