Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Stephanie Van Albert is an Associate Advisor at Monaco Advisors based out of New Haven, CT, and she joins the shows today to share how her love of math and problem-solving drew her to a career in financial planning. If you didn't graduate with a financial planning degree but want to become a financial planner, this is an episode you can't afford to miss! Listen in as Stephanie shares how she landed her first job and navigated the challenges of working full-time while completing her CFP coursework and passing the exam, as well as why she made the decision to leave her previous firm after two years and join a larger firm. You'll hear her reasons for making the move and how it has allowed her to progress in her career and support six advisors. We also discuss Stephanie's daily workload, how she manages multiple client meetings per week, and her plans to become an advisor in the future. You can find show notes and more information by clicking here: https://bit.ly/3lIpuWj