Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today’s guest is Deanda Wilson.
Deanda is a financial planning analyst in the Philadelphia area. Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of Housing and Urban Development. She earned a Bachelor of Business Administration from Florida A&M University and a Master of City Planning from University of Pennsylvania. Deanda recently passed the Certified Financial Planner™ exam in November of 2020 and is currently working towards the experience requirement to use the coveted Certified Financial Planner™ marks.
I brought her on today to discuss her journey as a career changer into the world of financial planning!
Show Highlights:
- Deanda tells us one word that sums up her process of passing the CFP exam and successfully making the transition to financial professional.
- Deanda will tell you the good, the bad and the ugly about her path of transitioning to a financial advisor.
- Deanda explains her support group and how they helped her.
- Personal Tips and Tricks from Deanda on making the transition.
- After making the transition, Deanda explains what life is like after the change in her new firm.
Resources:
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Thanks again for listening, reading, and watching!
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