296. Celine "Navigating a Career Change to Financial Planning"

05 Sep 2025 • 51 min • EN
51 min
00:00
51:38
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In this week's new episode of Future Rich, host Barbara Ginty interviews the fantastic Celine! Celine is a returning guest, but this episode is different because she is going on a new and exciting journey of transitioning into the financial planning industry! Barbara gives Celine some guidance and insights on her own journey to becoming a CFP, emphasizing the value of building relationships with clients and aligning personal values with professional goals. They also touch on...The administrative aspects of the jobThe role of niche specializationThe different ways you can structure your payments as a CFPThe pros and cons of the industryThe long-term career perspectives in financial advisory *All of our newsletters have moved to Substack, so subscribe if you want to keep in the loop with all things Future Rich! We have free subscriptions and paid subscriptions.  This season of Future Rich we’re bringing you even more REAL guest stories about personal finance AND diving deeper into retirement planning. Got burning questions about retirement? Or want to be an anonymous guest on the pod? 🌍 No matter where you are in the world or your financial situation, we’d love to have you! 💌 DM us on Instagram (@futurerichpodcast) or apply here. Let’s make it happen! ✨ #FutureRichPodcast Subscribe to our YouTube Follow us on TikTok Follow us on Instagram Visit the Future Rich Podcast website for Financial Freebies and Classes Leaving reviews on the podcast is the best way to boost us on the podcast platforms and help more listeners get #FutureRich Download a free guide today to help plan your financial future! Advertising Inquiries: https://redcircle.com/brands

From "Future Rich with Barbara Ginty, CFP®"

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