Future Rich with Barbara Ginty, CFP®

296. Celine "Navigating a Career Change to Financial Planning"


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In this week's new episode of Future Rich, host Barbara Ginty interviews the fantastic Celine! Celine is a returning guest, but this episode is different because she is going on a new and exciting journey of transitioning into the financial planning industry!

Barbara gives Celine some guidance and insights on her own journey to becoming a CFP, emphasizing the value of building relationships with clients and aligning personal values with professional goals.

They also touch on...

  • The administrative aspects of the job
  • The role of niche specialization
  • The different ways you can structure your payments as a CFP
  • The pros and cons of the industry
  • The long-term career perspectives in financial advisory


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Future Rich with Barbara Ginty, CFP®By Future Rich

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