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New Planner Podcast

Apr 23, 2021

Aaron Grey is a wealth advisor and the Director of Planning Integration for Buckingham Strategic Wealth Advisors in Denver, CO. He joins the show today to share how he first learned about financial planning and what excited him about the profession—and why he initially chose to pursue an engineering career instead. He also discusses what it was like to join his father's firm, some of the major changes they made to pivot from a heavy investment management offering to a more financial planning-focused service model, and why he ultimately pursued his CFP certification.

You can find show notes and more information by clicking here: