Ep #265: Middle School Teacher to CFP with David Tenerelli
New Planner Podcast · Caleb Brown
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Show Notes
David Tenerelli is a financial advisor at Values Added Financial, and he joins the show today to share his transition from middle school band director to a career in financial planning. You'll hear about his pivotal decision to leave after 10 years for a new opportunity, why—despite his experience—he chose not to start his own firm, and what ultimately shaped his path forward.
Listen in as David talks about how he discovered his passion for personal finance early on, yet initially dismissed financial planning as a career because of the sales-driven stereotype often associated with advisors. You'll hear how he eventually embraced the idea of becoming a CFP, landed his first position, developed his technical and client-facing skills, and advanced within his firm.
You can find show notes and more information by clicking here: https://bit.ly/4sJpof0