Welcome to the Curio Wealth Podcast, your gateway to a world of financial wisdom, wealth management insights, and real life stories. Whether you’re a seasoned professional looking to fine-tune your retirement or a young family eager to learn the ropes, our podcast is your trusted resource. With engaging discussions, expert interviews, and actionable advice, we’re here to empower you on your wealth-building adventure. Tune in to the Curio Wealth Podcast and take the first step towards a more secure and prosperous financial future.

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Episode 49: What It Takes To Have a Career in Financial Planning

What does it take to turn an interest in finance into a successful career in financial planning? What elements contribute to self-motivation and fulfillment along this career path? Host Jim Kantowski, CFP®, CPA, Co-host Jacob Sadler, CFP®, and Special Guest Alex Dalton, Curio Wealth Intern, discuss this episode.

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We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

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GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect