Ep #67: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 2)
New Planner Podcast · Caleb Brown
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Show Notes
Welcome to part two of my conversation with Antonio Tovar, an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. We pick up the conversation by discussing what role Antonio began in at the large financial services firm where he started, how he was able to move up within that firm, and the valuable skills he was able to hone while there.
Listen in to learn why he chose the CFP, how he passed the exam on his first try, and what a typical day at an RIA now looks like for him. If you are a recent graduate just starting out with a large firm and are wondering whether it's the right fit for you, this is an episode you can't afford to miss!
You can find show notes and more information by clicking here: https://bit.ly/3AEYjPC