Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez

Zac Cravez is an Associate Financial Advisor at Edge Financial Advisors, and he joins the show today to share how his entrepreneurial father raised him with an appreciation for financial planning. If you're interested in exploring career transitions within the financial planning industry or learning how to align your career with your values, this episode is for you!

Listen in as Zac shares how taking personal finance classes at 14 set the stage for his future in corporate finance and how he navigated his first job after college. He explains why working at a large broker-dealer wasn’t the right fit for him, leading him to resign without another job lined up in his pursuit of joining an RIA. You'll learn the most enjoyable aspects of Zac's current role, what he’s working on now, and valuable tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/3BudM9E