Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.
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Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.
In this episode of The Blueprint: An FPA NexGen® Podcast, hosts Mike Zarrelli and Deshawn Peterson sit down with Noah Gay, Associate Advisor at Savant Wealth Management, to explore what it really looks like to launch a career in financial planning in 2025.Noah shares his transition from a small-town community college student to a University of Illinois graduate, emphasizing the pivotal role mentorship played in discovering the financial planning profession. He reflects on the often-overlooked human side of the job—behavioral coaching, emotional support, and becoming a trusted resource for clients through life’s ups and downs.Beyond the desk, Noah talks about how powerlifting with his wife helps him stay grounded and recharge during busy seasons, especially while preparing for the CFP® exam. His insights into time management, burnout prevention, and defining success on your own terms offer valuable takeaways for any next-gen advisor navigating the early stages of their career.
The Blueprint: An FPA NexGen® Podcast
Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP® and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in the industry. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.
