Conversations for Financial Professionals

CFFP #12 From Career Changer to Financial Planner ft. Deanda Wilson

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Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today’s guest is Deanda Wilson.


Deanda is a financial planning analyst in the Philadelphia area.  Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of Housing and Urban Development.  She earned a Bachelor of Business Administration from Florida A&M University and a Master of City Planning from University of Pennsylvania. Deanda recently passed the Certified Financial Planner™ exam in November of 2020 and is currently working towards the experience requirement to use the coveted Certified Financial Planner™ marks.  

 

I brought her on today to discuss her journey as a career changer into the world of financial planning!


Show Highlights:

  • Deanda tells us one word that sums up her process of  passing the CFP exam and successfully making the transition to financial professional. 
  • Deanda will tell you the good, the bad and the ugly about her path of transitioning to a financial advisor.
  • Deanda explains her support group and how they helped her. 
  • Personal Tips and Tricks from Deanda on making the transition. 
  • After making the transition, Deanda explains what life is like after the change in her new firm. 



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    Conversations for Financial ProfessionalsBy Dominique Henderson, CFP®
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