This week we sit down with Matt Fizell who is currently working with a CFP® in Middleton, Wisconsin. Matt has been sitting in on meetings, helping with planning work - and more!
Matt has been graduated from the University of Wisconsin-Madison for two years and has already had an eventful career. He started out at Thrivent Financial, and is now working with a fee-only financial planning firm.
Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfolding.
What You’ll Learn in This Episode:
- What a day in the life of a young financial planner looks like.
- Different options that young planners have.
- How working with an established CFP® can look.