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Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker
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A tartalmat a Daniel Kopp and CFP biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Daniel Kopp and CFP vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area.
We chat about his personal experiences of personal finances and how going through Financial Peace University helped him and his wife get their own financial house in order before going on to help host and teach the program for many years. When he realized that he would do that kind of work for free, it sparked an exploration of how to break into the world of financial advice and become the financial planner that he had always wanted.
Thanks to getting out of his comfort zone and networking with his local FPA and NAPFA groups, Arcelia built a support network that helped him find his own path. We talk about his educational experience through the American College CFP/ChFC program, how Hannah Moore’s externship gave practical and real-life examples of planning with clients, and how he balanced study time with active duty, family responsibilities, and prepping for the career transition.
I love Arcelia’s transparency across the lessons learned including how he ultimately passed the CFP exam, how he overcame a rescinded job offer, and his reframing of these setbacks. One of the things that struck me the most was how having his own financial house in order including being prepared to make their family lifestyle work post-military without a second income gave him the financial and mental capacity to wait for the right position. I know you can also find inspiration from his lessons learned and career advice.
Arcelia also wants to extend an offer to connect if you are interested in learning more about his story or getting some perspective on your own career journey. You can connect with him on LinkedIn by checking the show notes for his profile.
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