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Financial Planning

Financial Planning

Plan your financial future.

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This is My Profession

When you think of a financial planner, what images come to mind? For many, financial planning seems like a career that is only for the seasoned veteran. In an effort to recast the perceptions of the profession, the Texas A&M University Financial Planning Program sat down with financial planners and asked them to share their story. As you will see, financial planners come from a variety of backgrounds, perspectives, and educations.

This series, titled “This is My Profession,” will hopefully shed light on the diverse career and networking opportunities within the financial planning profession.

Kate Healy, TD Ameritrade Institutional
Managing Director of Marketing

In your opinion, is there a need for individuals to join the financial planning profession?
“We know that the need for advice is greater than ever with the investing public. So there is a severe need for financial advisors to join this profession. There is a 32 percent growth rate predicted by the Bureau of Labor Statistics just by the year 2020; 75 percent of advisors do not have a succession plan in place.”

Why did you choose to work within the financial planning profession?
“It’s a really rewarding career that allows you to help people in ways that really change lives, it offers a lot of flexibility and you really could have a good life as a financial advisor.”

 

Brian Leitner, CFP®, ChFC, Mariner Wealth Advisors
Practice Management Senior Vice President

In your opinion, what is financial planning about?
“If you have a burning desire to go out and help people, financial planning can be an unbelievable career—that’s what it’s really all about. That’s what I didn’t understand early on.”

 

Alexandra McGowen, RGT Financial Advisors
Financial Planner

Why do you encourage women to look into a career in financial planning?
“I think it’s a really great opportunity. You get to experience a challenging environment in terms of things you have to learn and retain but you also get to have relationships with your clients, which are so important and come naturally to a lot of women.”

 

Carter Financial Management, Founder's Club member
KMH Wealth Management, Founder's Club member
Paragon Financial Advisors, Founder's Club member
Jorge A. Bermudez, Founder's Club member
Traditions Wealth Advisors

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Contact us

Financial Planning Program
(979) 845-5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C AGLS Bldg
TAMU 2124
College Station, TX 77843-2124

Links & Resources

CFP Board of Standards
Texas A&M University
College of Agriculture & Life Sciences
Department of Agricultural Economics

Disclaimer

Texas A&M University does not award the CFP® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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