Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
New Planner Podcast · Caleb Brown
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Show Notes
Daniel Stefanski is an Associate Wealth Planner at MY Wealth Planners, and he joins the show today to share how he accidentally discovered financial planning and how his career has progressed so far. If you're interested in breaking into financial planning, navigating a career transition, or learning how to strategically pursue opportunities that align with your values, this episode is for you!
Listen in as Daniel shares how he initially dismissed financial planning as just investment sales but discovered his passion for it after landing a co-op position with a financial planning firm during COVID-19. He explains what he learned through that experience, why he decided to move on, and how he strategically targeted the RIA channel—even relocating across the country and accepting a pay cut to pursue the right opportunity. You'll hear about the mentorship and growth he's experienced at his current firm, the lessons that have shaped his career path, and more.
You can find show notes and more information by clicking here: https://bit.ly/3WytKH8