• Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt

  • Apr 25 2025
  • Duración: 27 m
  • Podcast

Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt

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  • Resumen

  • Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planner, this episode is for you!

    Listen in as Daniel shares how he began his CFP coursework while living in Nepal, passed the exam, and landed his first role as an associate financial planner in a firm that turned out to be a great fit. He discusses how he has worked his way up and grown alongside the firm and shares tips on career growth, as well as advice for new planners entering the profession.

    You can find show notes and more information by clicking here: https://bit.ly/3EDosod
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