Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner and Co-Founder of Fog City Advisors, started his professional life as an airport administrator. Hear how he turned his attention to financial planning and a holistic, retainer-based practice.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bill Carlson, please visit www.FogCityAdvisors.com.