This week Matt Fizell joins us from Middleton, Wisconsin. Matt is only a few years into the profession and working with a CFP® there in Wisconsin. Together, we walk through Matt’s career decisions, and how he sees his path as a financial planner unfolding.

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.

 

Thrivent Financial

XY Planning Network

ACP

NAPFA

FPA

Trinity Financial Planning

Money Languages