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Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan

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Manage episode 514237926 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you!

Listen in as Mary Ann shares how she discovered her passion for financial planning, took the initiative to pursue her education, and landed her first position. You'll learn how she passed the CFP exam, how her firm is structured, and the details of her service model and fee schedule. She also opens up about what inspired her to launch her own firm just six months ago, as well as how earning her CFP certification boosted her confidence as a planner and business owner.

You can find show notes and more information by clicking here: https://bit.ly/4h8W5NI

  continue reading

266 episodes

Artwork
iconShare
 
Manage episode 514237926 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can build confidence and credibility, this episode is for you!

Listen in as Mary Ann shares how she discovered her passion for financial planning, took the initiative to pursue her education, and landed her first position. You'll learn how she passed the CFP exam, how her firm is structured, and the details of her service model and fee schedule. She also opens up about what inspired her to launch her own firm just six months ago, as well as how earning her CFP certification boosted her confidence as a planner and business owner.

You can find show notes and more information by clicking here: https://bit.ly/4h8W5NI

  continue reading

266 episodes

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