Ep #295: Changing Careers to Become a CFP with Adam Van Deusen

What does it really take to successfully change careers and break into financial planning without starting completely from scratch? In this episode, we sit down with Adam Van Deusen, Financial Planning Nerd at Kitces.com, to explore his journey from journalism and international relations into financial planning. Adam shares how he discovered the fee-only planning world, tested the waters through education and volunteer work, earned his CFP® certification, and prepared for an initial 50% pay cut to make the career change.

Listen in to learn how he identified the type of financial planning firm and role that suited his strengths, found his first paraplanner position, and gained valuable experience working alongside multiple lead advisors. You'll also hear why he eventually moved from client-facing planning to Kitces.com, how he gradually expanded his responsibilities by testing new opportunities, and how pro bono financial coaching has allowed him to continue working directly with clients. Plus, Adam offers practical advice for career-changers and new planners on building professional skills, networking, gaining client-facing experience, and leveraging strengths beyond technical financial planning knowledge.

You can find show notes and more information by clicking here: https://tinyurl.com/4nxemhj9