New Planner Podcast

Ep #102: From Professional Musician to Financial Planner with Saki Kurose


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Saki Kurose is an Associate Planner with Omega Wealth Management based out of Arlington, VA. She joins the show today to share her story of transitioning from a career as a professional musician to a career in financial planning. If you are a musician and looking to transition into a career in financial planning, this is an episode you won't want to miss!

Listen in as Saki shares her story of immigrating to the U.S. and going all in developing her musical career, including why a musical career ultimately wasn't the best long-term fit (and what interested her in the financial planning profession instead). We also discuss how she developed a niche in student loan planning, how she began running her own small business underneath an existing RIA, and her thoughts on how the profession can attract more women and minorities.

You can find show notes and more information by clicking here: https://bit.ly/3fdczrY

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New Planner PodcastBy Caleb Brown

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