At Highland Financial Advisors, we're proud to introduce Joey Casolaro, one of our talented Associate Wealth Advisors based in Wayne, NJ. Recently, Joey sat down with Caleb Brown on the New Planner Podcast for an insightful discussion about his journey into the financial planning profession and the career path that led him to our firm.
Discover Joey's Unique Career Path
Joey's story is a compelling one. Initially a pre-med major, Joey boldly decided to switch to financial planning. He took an unpaid internship to gain experience and strategically focused his job search on fee-only RIA firms. Joey's proactive approach included cold calling firm owners for interviews and diligently following up, ultimately leading him to Highland Financial Advisors.
Insights into the Financial Planning Profession
In this episode, Joey shares:
His Journey: From pre-med to financial planning and the pivotal moments that influenced his career change.
Job Search Strategies: How he targeted fee-only RIA firms and the importance of cold calling and follow-ups.
Connecting with Highland Financial Advisors: The interview process and why he chose to join our team.
Role Insights: The most enjoyable and challenging aspects of being an Associate Wealth Advisor.
Advice for New Planners: Tips and strategies for those entering the profession.
Joey's experiences and insights offer valuable lessons for anyone considering a career in financial planning or looking to enhance their career trajectory.
Tune In
Don't miss out on this engaging conversation with Joey Casolaro. Listen now to gain inspiration and practical advice from someone who has successfully navigated the path to becoming a financial advisor.
Listen to the episode here on NewPlannerRecruiting.com
Joey Casolaro is a CERTIFIED FINANCIAL PLANNER™ at HIGHLAND Financial Advisors, a Fee-Only fiduciary wealth advisory firm that offers comprehensive financial planning, retirement planning, and investment management. Joey graduated from the University of South Florida with a bachelor’s degree in personal finance and successfully passed the CFP national exam in 2021. Joey enjoys working out, spending time outdoors, and hanging out with family and friends in his free time.
Resources:
Ep #184: 4 Years Into A Financial Planner Career With Joey Casolaro