Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen
New Planner Podcast · Caleb Brown
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Show Notes
Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won't want to miss!
Listen in as Maria and Drew discuss their entry into the field, including their educational paths and future aspirations to utilize their degrees to help others. They also share insights into their understanding of financial planning, their roles within it, their biggest fears about joining the profession, and what excites them the most.
You can find show notes and more information by clicking here: https://bit.ly/49shD2Q