Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo

Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his story of becoming a Certified Financial Planner and RIA firm owner. If you feel like you are a round peg in a square hole and your career is not where you want it to be, this is an episode you won't want to miss! In this episode, Alex shares his journey from childhood lessons in personal finance to earning his CFP designation and entering the world of financial planning, leveraging his network to land all five of his positions before finding his entrepreneurial calling. We discuss how he strategically targeted the 401k plan market, how he wooed a client with only a $1,500 account to invest, the dynamics of his first-year clientele, and the evolution of his client portfolio. Alex also unveils his planning process, fee structure, the reasons for parting ways with his broker dealer, and offers words of wisdom to budding planners navigating the early stages of their careers. You can find show notes and more information by clicking here: bit.ly/3Jey5ZC