Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford

Kevin Dunford is an Associate Financial Advisor at Switchpoint Financial Planning, and he stops by the show to share his story of pivoting to financial planning from his dream of being an ophthalmologist. If you are looking for a great fit Associate Planner position, this is an episode for you! Listen in as Kevin shares the events that led him to switch his major and explore career paths outside of ophthalmology, how his interest in financial planning was sparked, and how his undergraduate program helped him secure an internship with a broker-dealer firm. We also discuss how relocating to Arizona to be closer to family turned out to be a great career move for him, what his career path looked like after leaving his job at a large asset manager, and of course, tips for new planners. You can find show notes and more information by clicking here: https://bit.ly/44OftZJ