Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA

Practical Wisdom from ACP Financial Advisors
23/04/2021 34 min
Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA

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Episode Synopsis

A career as a fee-only planner may begin with a job in an existing practice. What’s it like as the planner's role evolves from entry-level to owner? Join us and our guest Alicia Klein, CFP®, EA, Senior Planner and Partner at Cambridge Financial Group, as she takes us on her journey from her first steps in the profession to becoming the second of three partners in her firm.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Alicia Klein, please visit www.CambridgeFinancialGroup.com.

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