Preview Mode Links will not work in preview mode

New Planner Podcast

May 6, 2022

Chloe Denning is an Analyst with Wealthstream Advisors based out of New York City, and she joins the show today to talk about how she pivoted from a successful career in the hospitality industry to jump into the financial planning profession. If you are in a career that serves people but are looking for a more rewarding and fulfilling role, this is an episode for you!

Listen in as Chloe discusses how she first found the financial planning industry, how she was able to complete the CFP education requirement despite being out of student mode for a few years, and how she knew that her current firm was the right fit for her. She also shares what her responsibilities entail as an Analyst, what she loves most about her job, and how she has cultivated her confidence to combat the all-too-common imposter syndrome.

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