The Accidental Advisor with Mona Santos [Episode 60]

About this episode

Mona Santos shares her journey from facing unethical behavior at work to becoming a successful financial advisor rooted in integrity and compassion.

Sometimes the most powerful careers are born out of integrity and courage. When Mona Santos uncovered unethical behavior in her workplace, she did what few have the courage to do, she spoke up. With no whistleblower protection and no safety net, Mona was fired. But that moment became the catalyst for something greater. Determined to build a life defined by honesty, compassion, and independence, Mona became a financial advisor on her own terms. In this episode, Mona Santos, Certified Financial Planner and co-founder of Glide Path Financial, shares with our host Matt Ackermann her story through tragedy, entrepreneurship, and resilience. How she turned pain purpose and built a 25-year career rooted in empathy and authenticity. Today, she helps others design lives of meaning and freedom; the same way she rebuilt her own. Her story is one of courage, character, and the beauty of creating success by helping others do the same. Connect With Matt Ackermann: info@ifpadvisor.com (781) 890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners   Connect with Mona Santos Ramona.Santos@lpl.com (856) 256-0239 Glide Path Financial LinkedIn: Mona Santos   About…

People in this episode

Host: Matt Ackermann

Guest: Mona Santos

Topics covered

• integrity
• courage
• financial advising
• entrepreneurship
• resilience
• empathy
• authenticity

Keywords

• financial advisor
• whistleblower
• entrepreneurship
• resilience
• empathy
• authenticity
• career change

Mentioned in this episode

Organizations: Glide Path Financial, Integrated Partners

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