New Planner Podcast

Ep #241: From Clergy to CFP with Samuel Kim


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Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you!

Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He discusses how networking helped him land his first role at a small firm, where he added value, grew his responsibilities, and sharpened his planning skills. Stay tuned to hear how he navigated an unexpected job transition and what he learned in the process.

You can find show notes and more information by clicking here: https://bit.ly/40yH9Bo

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New Planner PodcastBy Caleb Brown

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