Ep #93: Helping Grow a Small Fee-Only Firm with Frank Fernandez
New Planner Podcast · Caleb Brown
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Show Notes
Frank Fernandez is an Associate Planner with Weingarten & Associates, a planning-centric fee-only firm based out of Trenton, NJ that is led by a husband and wife team. If you are seeking to add value to a small yet growing firm, this is an episode you won't want to miss!
Listen in to hear how Frank initially found the CFP program, why he pursued three voluntary internships, and how he approached taking both the CFP and the Enrolled Agent exams. We also discuss why he sought out a planning-centric fee-only firm, how his role has evolved over the years with the firm, and more.
You can find show notes and more information by clicking here: https://bit.ly/3PHKVka