New Planner Podcast

Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin


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Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up.

Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father’s career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more.

You can find show notes and more information by clicking here: https://bit.ly/432kAXu

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New Planner PodcastBy Caleb Brown

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