Episodes

Career Changing Into Financial Planning? What Every New Advisor Should Know
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Nov. 4, 2026

Career Changing Into Financial Planning? What Every New Advisor Should Know

Thinking about making a career change into financial planning? You may be bringing more to the profession than you realize. In this episode of The Blueprint | FPA NexGen® Podcast, hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® spotlight a candid career-changer panel featuring Patrick, Chad, and Brian, who share their experiences navigating the transition into financial planning. From engineering and accounting to launching an independent registered investment adviser (RIA), the conversa...
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