Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana

Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you! Tune in to hear Ariana share the pivotal moment when she decided to pursue financial planning full-time, why big tech wasn't fulfilling for her, and how she approached her transition by conducting a series of small experiments. We also discuss how she passed the CFP exam, how she narrowed down the type of financial planning firm she wanted to work for, and how she found career opportunities within the industry. You can find show notes and more information by clicking here: https://bit.ly/3VxHTCU