Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan

Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you!

Listen in as Bryan shares why he pursued the CFP certification, as well as what led him to join a small startup. He also explains why the startup wasn't the right long-term fit and how transitioning to a small RIA allowed him to work his way up to Lead Advisor before eventually starting his own firm. You'll hear the challenges and successes he encountered along the way, valuable tips for new planners, and more.

You can find show notes and more information by clicking here: https://bit.ly/3A3w69i