Leaving engineering for financial planning.
What I’m Currently Doing
- Part-Time FP Intern, Part-Time Engineer
- Badminton Coach – Leigh High School
- CFP Exam – March 2025
- EA Course – Individuals
Organizations I am a part of
- FPA NexGen Local Leader Team
- Measure Twice Planners
Timeline
- FPA NexGen “Gathering” 1 – 8/23/2023
- Intro to Financial Planning – 9/5/2023
- Insurance Planning – 9/23/2023
- Investment Planning – 10/27/2023
- Tax Planning – 11/22/2023
- Retirement Planning – 12/18/2023
- Estate Planning – 1/21/2024
- Capstone – 2/7/2024
- EconoMe 1 – 3/14/2024
- Tamarind Day 1 – 5/1/2024
- Joined Measure Twice Planners – 5/15/2024
- FPA Residency – 6/1/2024
- Series 65 – 7/3/2024
- AP Externship 1 – 7/26/2024
- FPA NexGen “Gathering” 2 – 8/23/2024
- Korea Sabbatical – 8/25/2024
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