New Planner Podcast

Ep #17: Pursuing a Career in Academia While Running Your Own Firm with Inga Timmerman


Listen Later

Inga Timmerman is an Associate Professor of Finance at California State University - Northridge, as well as Founder and President of Attainable Wealth, a fee-only financial planning firm in Los Angeles, CA. Today Inga joins the show to share her educational path after coming to the United States fresh out of high school, why she pursued her Ph.D. and a career in academia in addition to her CFP, and what made her take the plunge into starting her own firm.

Listen in as she explains the differences between the corporate finance and personal financial planning career paths and what she looks for in the interns she hires for her firm. You'll learn how Inga obtained the 40 clients she currently serves, how she juggles being a professor and running a business (at just 30 hrs per week!), and tips for job seekers looking for positions within the financial planning profession.

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

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,216 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

671 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,015 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

The Long View by Morningstar

The Long View

908 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

BIF Bites by BIF Crew

BIF Bites

94 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

21 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

866 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners