KPO89
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- Aug 7, 2009
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My father is a CPA turned CFP (actually RIA). He has made a very decent living with his current client base. He wants to grow his client base over the 4 years then phase them over to me with him providing support in a semi-retirement role. I am currently unhappy with my position and would like to take a more entrepreneurial role away from corporate America. I have an interest in personal finance and finance in general but no real experience. I have spent the last 3 years out of my undergrad in IT government sales. I have been successful at it but don't care for where the career path leads too.
I understand there is a dogma surrounded by commissioned Financial Advisors who sell annuities but we intend to make a fee-based model creating growth for retirement planning.
Would any current Financial Advisor's care to comment on their experiences? Any advice?
I understand there is a dogma surrounded by commissioned Financial Advisors who sell annuities but we intend to make a fee-based model creating growth for retirement planning.
Would any current Financial Advisor's care to comment on their experiences? Any advice?