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Exploring the world of Financial Planning. Accelerating your career.
Flexing Your CFP®: Roles in Fintech and RIA Development
You're a Financial Planner, Now What?
3 years ago
Flexing Your CFP®: Roles in Fintech and RIA Development
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
