• Episode 02: Balancing Passion and Professional Growth in Finance

  • 2024/11/06
  • 再生時間： 34 分
  • ポッドキャスト

Episode 02: Balancing Passion and Professional Growth in Finance

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  • Balancing Passion and Professional Growth in Finance Welcome to Episode 002 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is a former member of the Investment Policy Committee. After fifteen years working in investing, banking and finance at Fannie Mae, Freddie Mac, Capital One and the Federal Reserve Board, Susan acquired the Certified Financial Planner designation and made a long-planned career change to become a wealth manager. Susan also holds the Certified Private Wealth Advisor designation. She enjoys helping clients understand their entire financial picture and finding creative planning solutions to help them achieve their goals. Here’s what to expect on this week’s show: • Susan transitioned from studying French and Russian literature to a career in finance after realizing the limitations of a liberal arts degree; She pursued an MBA in finance at the University of Texas to realign with her career goals. • Susan acknowledges the breadth of knowledge needed for financial advising and encourages others to pursue additional knowledge beyond formal education to excel in their field. • Susan's financial planning philosophy focuses on providing personalized solutions tailored to individual clients' goals. • Susan encourages other to balance passion, curiosity, and long-term satisfaction when considering career transitions. Connect with Susan: Website: https://www.buckinghamstrategicwealth.com/ LinkedIn: https://www.linkedin.com/in/susan-chesson-cfp%C2%AE-cpwa%C2%AE-1483bb1/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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あらすじ・解説

Balancing Passion and Professional Growth in Finance Welcome to Episode 002 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and families. She also serves on Buckingham's Advisory Council and is a former member of the Investment Policy Committee. After fifteen years working in investing, banking and finance at Fannie Mae, Freddie Mac, Capital One and the Federal Reserve Board, Susan acquired the Certified Financial Planner designation and made a long-planned career change to become a wealth manager. Susan also holds the Certified Private Wealth Advisor designation. She enjoys helping clients understand their entire financial picture and finding creative planning solutions to help them achieve their goals. Here’s what to expect on this week’s show: • Susan transitioned from studying French and Russian literature to a career in finance after realizing the limitations of a liberal arts degree; She pursued an MBA in finance at the University of Texas to realign with her career goals. • Susan acknowledges the breadth of knowledge needed for financial advising and encourages others to pursue additional knowledge beyond formal education to excel in their field. • Susan's financial planning philosophy focuses on providing personalized solutions tailored to individual clients' goals. • Susan encourages other to balance passion, curiosity, and long-term satisfaction when considering career transitions. Connect with Susan: Website: https://www.buckinghamstrategicwealth.com/ LinkedIn: https://www.linkedin.com/in/susan-chesson-cfp%C2%AE-cpwa%C2%AE-1483bb1/ Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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