Ep #129: Moving from Fee Only RIA to the Charitable Giving Dept at a University with Ryan Rasmussen
New Planner Podcast · Caleb Brown
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Show Notes
Ryan Rasmussen is a Trust and Estates Coordinator for the University of Georgia, and he joins the shows today to share his story of how he became a financial planner. If you are seeking a career path outside of one of the main points of entry into the profession, this is an episode you won't want to miss!
Listen in as Ryan shares his career journey, from his start in the Certified Financial Planner (CFP) program to his current role as an academic financial counselor at the University of Georgia. You'll hear about his experiences of securing a financial planning resident position with a high-profile RIA firm in San Francisco, the challenges of moving to a higher cost-of-living area, and what he learned during his tenure.
You can find show notes and more information by clicking here: https://bit.ly/3G7ftJp