Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

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.

12M ago 22:00

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Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you!

Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his experiences that led him to provide financial counseling to military service members. He'll also share his decision to enlist in the military at age 31 after years of serving service members in a civilian capacity, discuss his rise to becoming an equity owner at Milestone Financial Planning, and explain how he balances his military career, family life, and his role as a financial planner.

You can find show notes and more information by clicking here: https://bit.ly/3tPXp3d

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