About

Leaving engineering for financial planning.

What I’m Currently Doing
  • Part-Time FP Intern, Part-Time Engineer
  • Badminton Coach – Leigh High School
  • EA Course – Individuals (on break, probably resume end of summer)
Organizations I am a part of
  • FPA NexGen Local Leader Team
  • Measure Twice Planners
Timeline
  • FPA NexGen “Gathering” 1 – 8/23/2023
  • CFP Education Start – 9/1/2023
    • 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 – 8/21/2024
  • Korea Sabbatical – 8/25/2024
  • Joined FPA NexGen’s Local Leader Team – 1/1/2025
  • Joined the “Catching Up to FI” Team – 2/10/2025
  • CFP® Exam (preliminary pass) – 3/19/2025
  • EconoMe 2 – 3/22/2025

Site Icon: Time is money icons created by Freepik – Flaticon