Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano
New Planner Podcast · Caleb Brown
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Show Notes
Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning.
Listen in as we discuss how Nick found his first position with a large financial institution and what that role entailed, as well as why he went after the CFP designation and how his career focus shifted after going through certification. You'll learn why he sought out a fee-only RIA firm to work for, the pros and cons of a large institutional firm vs. a small boutique RIA firm, and why the smaller firm is a better fit for Nick despite the step back in compensation.
You can find show notes and more information by clicking here: https://bit.ly/3cnaaX9