DiscoverNew Planner PodcastEp #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli

Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli

Update: 2025-04-18
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Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous jobs, or gain confidence in business development, this episode is for you!

Listen in as Mike shares why he chose financial planning over accounting, how he landed his first role, and how his responsibilities evolved as he advanced within his firm. He also walks through what he was looking for in a role, how he strategically moved up the career ladder, and how his background in the restaurant industry helped him develop key skills.

You can find show notes and more information by clicking here: https://tinyurl.com/2nde9xhc 

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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli

Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli