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New Planner Podcast

Aug 13, 2021

Pietro Messina is a financial planner with Christopher Street Financial in New York City. As a part of the LGBTQ+ community, Pietro wanted to join a firm that matched his values, and today he shares his path into financial planning, including why he chose the career, what education he pursued, and how he secured his internships.

Listen in as we talk about how his professional goals changed as his career progressed, as well as what he enjoys the most about being a financial planner. You'll hear Pietro's tips for becoming a top associate financial planner and his ideas on attracting more LGBTQ+ planners to the profession. If you are a new planner coming out of school and looking to focus on a niche clientele, then this episode is for you!

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