Ep #128: Transitioning from a Wirehouse to an RIA with Patrick Yaghoobians
New Planner Podcast · Caleb Brown
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Show Notes
Patrick Yaghoobians is an Associate Advisor at Horst & Graben Wealth Management, and he stops by the show today to share his story of becoming a financial planner. If you are in the wirehouse channel but desire a more independent and planning-centric approach, this is an episode for you!
Listen in as Patrick opens up about his journey to becoming a financial planner, from his earliest memory of money when his parents immigrated from Canada to what eventually led him to pursue a career in finance. We also discuss how he found an internship during his last semester in college, how a mistake he made during the internship helped shape his career, and what led to a full-time offer. Patrick also shares how he bounced back after a job offer at an RIA was rescinded during the pandemic and how he ultimately found a good fit with his current firm.
You can find show notes and more information by clicking here: https://bit.ly/3G2Z4Wp