Ep #105: From Firefighter to Partner in 3 Years with Dan Malone
New Planner Podcast · Caleb Brown
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Show Notes
Dan Malone is a Partner with WDW Financial based out of Dallas, TX. He joins the show today to talk about how he transitioned into financial planning after a career as a firefighter. If you are interested in becoming a partner at an established firm, this is an episode you won't want to miss!
Listen in as Dan shares how he became interested in becoming a firefighter, why he chose to also become a paramedic, and how he pursued a college degree while also working full-time. We also dive into why financial planning is the perfect career for him, how he secured the CFP certification, and how he made partner after only three years.
You can find show notes and more information by clicking here: https://bit.ly/3DrYf8U