Preview Mode Links will not work in preview mode

New Planner Podcast

Dec 3, 2021

Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning field. He joins the show today to share his journey and the success he has found in the industry.

Listen in as Juan talks about how he got his start in financial planning, why the first channel he started in was not the best fit for him, and how he secured his position within an RIA that provided a better fit. We also discuss the characteristics of an effective mentor, tips for new planners, and what Juan thinks the industry can do to attract more minority financial planners.

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