Tom Rasmussen is a Financial Advisor at BlueSky Wealth Advisors, and he joins the show today to discuss how he fell into his career as a financial planner and why he left a great fit firm after they were acquired. If your firm has been acquired and is no longer a good fit for you, you won’t want to miss this episode!

Listen in as Tom shares his journey of how he stumbled upon his career by luck through his academic advisor, how he landed his first job at a large financial services firm while still in college, and the challenges of juggling studying for finals, the CFP exam, and job interviews—all while having a newborn at home. We also discuss Tom’s experience working at a firm that was eventually acquired and why it wasn’t a good long-term fit for him, how he transitioned to working as a financial advisor in the bank channel, and how he found his current firm, which is 100% virtual.

You can find show notes and more information by clicking here: https://bit.ly/3yYLX4K