823 Advizers
AK
Founder / Wealth Advisor
Buena Vista Financial Planning
Cuesta College and Cal Poly, SLO
N/A
Q1Career path
Overcoming Challenges
Job Search
Career Exploration
3:24
"One of my professors said, 'you're really analytical, but I can tell you love people. You'd make a great financial advisor.'"
Q2Main responsibilities
Client Communication
Financial Planning
Investment Management
2:05
"The question I'm trying to answer for clients is, will they be okay financially?"
Q3Day in the life
Financial Planning
Client Interaction
Business Development
2:24
"every day is different. And I think that's sort of the exciting part of it."
Q4Most important skills - role
Organization
Client Relations
Communication
2:00
"The most important skill is you gotta really love people"
Q5Favorite parts - role
Financial Planning
Long-Term Client Relationships
Intergenerational Wealth Transfer
1:46
"Just being, having witnessed all of that, I feel like is a honor, getting to peek into all of these people's private lives and witness all of these things like a part of the family, right?"
Q6Biggest challenge - role
Financial Markets
Uncertainty Management
Client Relationships
2:23
"The first time I lost a client, it hit me like a ton of bricks and I didn't feel good for like a month."
Q7Favorite parts - industry
Networking
Financial Planning
Helping People
1:33
"This is why you're good at what you do. 'cause you're trying to help, this is why you have a successful practice."
Q8Who thrives in industry
Communication
Ethical Dilemmas
Confidence
0:59
"if those people stick around long enough, they can really help a lot of people"
Q9Wish known before - industry
Financial Planning
Entrepreneurship
Business Ownership
1:53
"I'm a business owner because I feel like I have to be one in order to provide objective advice for clients."
Q10Entry-level positions
Financial Planning
Client Service
Paraplanning
2:39
"Entry level positions, uh, are generally gonna be in client service, um, or paraplanning."
Q11Significant lesson - career
Client Relationships
Financial Planning
Entrepreneurship
2:55
"I think one lesson that I've learned is that, um, we shouldn't, um, shortchange ourselves."
Q12College ideas for success
Resilience
Prioritization
Communication
2:48
"I made myself so busy in college that working was, was like easy honestly."
Q13How identity impacted career
Relationship Building
Communication Skills
Empathy
1:55
"I'm always trying to understand where my clients are coming from. So I think it's really taught me a lot about empathy and helped me navigate human relationships in my career."