Ep #243: 21 Years at the Same Firm with Andrea Eaton
Description
Andrea Eaton is a financial planner at Cornerstone Wealth Advisors, and she joins the show today to share how a guest lecture by a financial planning faculty member opened her eyes to a new career path. If you're interested in building a long-term career with one firm, finding the right cultural fit, or learning how to develop and mentor new planners, this episode is for you!
Listen in as Andrea shares her journey from the financial planning program at Texas Tech University to her current firm, where she started as an intern and has now been for over 20 years. She discusses how she landed her internship, the alignment of timing, values, and culture, and how her role has evolved alongside her career growth. Andrea also explains how her firm’s resident program supports both client needs and the training of entry-level planners, as well as why she’s stayed with the same firm throughout her career.
You can find show notes and more information by clicking here: https://bit.ly/4meuVGS
United States
