“I didn’t want to become an advisor after what I saw...” | Financial Advisor Reveals The Full Story

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In the video, I, Ari Taublieb, CFP®, discuss my unconventional path to becoming a financial advisor.

Initially driven by my love for soccer, I attended the University of Puget Sound, where I played soccer and studied finance.

During an internship with Burnley Football Club, I discovered my aptitude for finance.

I was motivated to become a financial advisor after witnessing my parents' negative experiences with financial advisors, who often misled them.

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Time Stamp
00:00 Introduction
00:29 Purpose
01:23 Common Questions
03:23 Internship
04:29 Initial Career Steps.
05:50 Financial Background and Experiences.
08:27 Differences in Planning and Advisor Conflicts.
10:45 Different Approach to Financial Planning.
12:45 Transition From Pensions
14:41 Reason for Starting the Podcast
19:47 Trust and Personal Connection With Advisors.
20:28 Partnering With Root.
24:45 Conclusion and Summary

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

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