Anora Gaudiano's path to becoming a financial advisor is different from that of most people in the industry. She spent nearly 20 years as a journalist before switching gears and embarking on a career ...

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. They were ...

Know what it's like to work as a financial advisor. The financial advisor career is among the best business jobs and best-paying jobs, according to U.S. News' career rankings. It's evolved "from a ...

Ten years into a successful career as a certified public accountant, Scott Giljum couldn't shake the feeling that something was missing. "I didn't feel like I was making a difference, and that made ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

For the latest Advisors' Advice, ThinkAdvisor asked advisors to tell us how they became financial advisors; what college degrees, training and certifications they have; and what their first job title ...

In some ways, being a financial advisor is like being a therapist: You share in your clients’ biggest life events — such as having a baby, retiring and handling inheritance — and are often tasked with ...

For the record, Remy Jacobson does NOT rely on a Magic 8-Ball when it comes to giving financial advice. He is a licensed professional, after all. However, during a recent visit at Jacobson’s office in ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

This is part of what makes a career as a financial advisor so rewarding, but it’s also why becoming a financial advisor isn’t easy. “Giving advice to clients is a privilege,” says Rianka R. Dorsainvil ...

AI was used in the creation of this article. The article was reviewed, fact-checked and edited by a content review team. We might earn a commission if you make a purchase through one of the links.