A New Career
I graduated on a Friday in the spring of 2005. The following Monday, I entered a Financial Advisor Trainee program with a major brokerage firm. Within only a few months though, I realized that it wasn’t a good fit. My desire wasn’t to be a purveyor of financial products, I was interested in working with people in the area of financial planning. After only eight months with the firm, I resigned the position to pursue this goal.
Within a few short weeks, I began working with a Financial Planner. While his model was focused on the planning aspect, it was geared toward working with High Net Worth people, or rather those who already had money. I’d decided that I wanted to to serve people from all walks of life, and by doing so assist them in making good financial decisions for themselves and their families. If I could this, it would increase their chances of creating a happy and fulfilling life in the present, as well as in the future. With this concept in mind, I opened Long Run Financial, Ltd., in August of 2007.
