Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

New Planner Podcast

المحتوى المقدم من Caleb Brown. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Caleb Brown أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

11M ago 27:13

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Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to take us through her unconventional journey into the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you!

Listen in as she recounts her 23-year military career, her early interest in personal finance, and how she transitioned into a fintech startup after passing the CFP exam just before the onset of COVID-19. You'll hear Enjoli’s vision for the future of financial planning, her recent career moves, and advice for those looking to switch careers.

You can find show notes and more information by clicking here: bit.ly/3RCfgo2

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#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner