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How I Became a Financial Advisor (At Age 23) financial advisor



In this video we are going to cover the career decision making process, progressing through university, internships, the hiring process, and the start of my career.

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How I Became a Financial Advisor (At Age 23)

How I Became a Financial Advisor (At Age 23)

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How I Became a Financial Advisor (At Age 23)
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23 thoughts on “How I Became a Financial Advisor (At Age 23) financial advisor”

  1. Hey, how are you doing? I’m a very nervous CFA level I candidate, and, in the last 3 mocks I averaged 79.4% (Kaplan mocks). Still worth doing more mocks or should I concentrate on repeating questions that I got wrong/reviewing the material again?(7 days to exam)

    (Also, very sorry for the unrelated topic – love your channel)

  2. I’m surprised you got the CFA when you knew you didn’t like institutional. Also you aren’t the first person I’ve heard say due diligence/research types of jobs aren’t all they’re cracked up to be

  3. I am studying for the CFA and that's how I found your channel, but now I like watching your alternative videos as there's only so many videos you can make on the CFA! Thanks for the content.

  4. aside from the issues of knowing what to do with all the embezzled money, what do you find is the most challenging part of your job, especially when you were young and advising clients?

  5. Great video. To clarify, you are both a CFA charterholder and a Financial Advisor? Is that combination useful long term in your career? Definitely is unique I think, haven’t seen it a lot during my research with some research I’ve been doing. Thanks!

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