Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP®

Practical Wisdom from ACP Financial Advisors
13/04/2020 21 min
Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP®

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Episode Synopsis

Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner and Co-Founder of Fog City Advisors, started his professional life as an airport administrator. Hear how he turned his attention to financial planning and a holistic, retainer-based practice.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bill Carlson, please visit www.FogCityAdvisors.com.

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