Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon episode artwork

EPISODE · Jun 24, 2022 · 36 MIN

Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon

from New Planner Podcast

Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don't want to miss this episode! Listen in as Matt shares why he pursued a history degree despite having an interest in financial planning from an early age, and how a chance meeting with a friend made him start to seriously consider changing careers. We also discuss the steps he took to eventually enter the financial planning profession, how he found his first position in the industry, and tips for other career-changers seeking to become financial planners. You can find show notes and more information by clicking here: https://bit.ly/3zCb1QB

Episode metadata supplied by the publisher feed · Published Jun 24, 2022

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Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon

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