How did a Dentist become a Financial Planner??
For almost 20 years, I practiced Dentistry. It was a great career in a thriving practice and I miss many aspects of it. In 1999, life threw me a curveball in the form of ruptured disks in my neck that ended my ability to practice dentistry. This could have been catastrophic, but instead it has turned out to be one of the best things that ever happened to me. Without intending to, I’d been preparing for this career change for a long time. Dentists are the target of all sorts of “financial advisors.” It seemed like every stock broker and insurance agent was trying to sell me something. As I did the research, more often than not, the products were inappropriate. Sometimes, they were downright awful. The more that I was offered poor advice, the more I learned how the financial industry operated, and the more I studied financial and investment planning in order to do it myself. Eventually, friends and family were coming to me for financial advice. Even investment/financial professionals wer
Related Questions
- What is meant by a relevant financial relationship or interest referenced on the planner and speaker disclosure/attestation form?
- How does the SORT TESTSM help the investor and Financial Planner to select investments that fit the investors risk tolerance?
- How does an investment Adviser, financial planner, CPA, or other Adviser work with Family Office Services?
