Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark
About this episode
Jamie Clark shares their journey from a successful career in technology to becoming a CFP professional and founder of their own financial planning firm.
What happens when a software engineer decides to start over and build a career in financial planning? In this episode, Jamie Clark shares their journey from a successful career in technology to becoming a CFP professional and founder of their own financial planning firm. You'll learn how they navigated a major career transition, prepared financially for a significant pay cut, built confidence in a new profession, and discovered that financial planning was the right fit for their long-term goals. Jamie also discusses what new planners can learn from working with hundreds of client situations, the realities of launching an independent firm, and why building systems, boundaries, and confidence are essential for success. Whether you're considering a career change, working toward your CFP marks, or dreaming of starting your own practice, this conversation offers practical insights into building a rewarding career in financial planning. You can find show notes and more information by clicking here: https://tinyurl.com/ycbrj9vp
More episodes of New Planner Podcast
- Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh
- Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu
- Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson
- Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette
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