Business Models for the Financial Planner

Many students approach the end of their education with questions about what type of employment is available for those with a certificate in Personal Financial Planning and/or the CFP® designation.

Please join us for an informative panel of financial services professionals who will discuss how they determined the best path for themselves, what their work entails, and some career tips for your future. Panelists represent the most common paths followed.

This is a great opportunity to learn about the various professional models from people who have made the transition from school. Come with your questions!

PANELISTS

• Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC
• Phuong N. Quach, CFP®, CRPC®, BFA, Private Wealth Advisor and a co-owner of Quach, Chien & Associates
• Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Financial Advisory

WHO THIS IS FOR

This event is a free professional development event for newcomers to the financial planning profession, people contemplating a career in the financial planning field, students and prospective students in the UCSC Silicon Valley Extension Personal Financial Planning certificate program, and FPA-SV members.

EVENT SPONSORS

This Student Forum event is co-sponsored by students of the UCSC Silicon Valley Extension Personal Financial Planning certificate program and the Silicon Valley chapter of the Financial Planning Association.

IN-PERSON/LIVE-STREAMED

To be an in-person (at the Silicon Valley Campus) and live-streamed event.

All in-person attendees are required to show proof of vaccine, wear a mask, and fill out a symptom questionnaire on the day of the event. You can fill out the COVID symptom check online or in person. This is required of all visitors to University of California facilities. Find the latest information on the UCSC Silicon Valley COVID page.