New Planner Podcast

Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara


Listen Later

Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning field. He joins the show today to share his journey and the success he has found in the industry.

Listen in as Juan talks about how he got his start in financial planning, why the first channel he started in was not the best fit for him, and how he secured his position within an RIA that provided a better fit. We also discuss the characteristics of an effective mentor, tips for new planners, and what Juan thinks the industry can do to attract more minority financial planners.

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

...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

3,215 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

669 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

585 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

2,112 Listeners

The Long View by Morningstar

The Long View

906 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

95 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