Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh
New Planner Podcast · Caleb Brown
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Show Notes
Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you!
Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational interviews to solidify her interest and secure her first role. She also discusses the hardest part of her career transition, how she worked her way up in her firm to become a CFP, and what it was like to carve out her own career path.
You can find show notes and more information by clicking here: https://bit.ly/4ikZzNi