Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu
New Planner Podcast · Caleb Brown
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Show Notes
Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you!
Listen in as Prudence opens up about how she discovered financial planning, as well as how she took the leap to leave her corporate job and start her own firm. You'll hear about the ups and downs of her journey, how she adjusted her initial goals and expectations, what her financial planning process looks like today, and more.
You can find show notes and more information by clicking here: https://bit.ly/3F6GKhG