Ever wondered what it is like to be a financial planner? Is your child or someone you know considering working in this field? Mark Beal, CFP® was invited to sit down with Laurie Genevish of My Ideal College to discuss the ins and outs of the financial planning profession.
Laurie works with both students and parents by conducting specialized assessments and expert consultations for college planning.
At Baer Wealth, we’re biased, but we think financial planning is a great career choice!