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Journal in the Round: Four Snapshots of Financial Planning Career Possibilities

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During this program, the May Journal of Financial Planning contributors Alexandria Cole-Davis, Ryan S. Galiotto, CFP®, Soraya Morris, ChFC®, and Brent Weiss, CFP®, ChFC®, describe their diverse career journeys into the financial planning profession, discussing the challenges and highlights that made the greatest impact on the way they view their future in the profession and the profession. This online, interactive roundtable was led by moderator and host Bill Harris, RMA®, CFP®. 

Ryan S. Galiotto, CFP®

Financial Planner, Fields Financial Services

Ryan S. Galiotto is a financial planner at Fields Financial Services, the founder of YourBestFinancialLife.com.

Alexandria Cole-Davis

Business Development Associate, Facet Wealth

Alexandria Cole-Davis is the business development associate at Facet Wealth and FPA NexGen 2020 president.

Soraya Morris, ChFC

Lead Trainer, Envestnet MoneyGuide

Soraya Morris is the lead trainer at Envestnet MoneyGuide.

Brent Weiss, CFP®, ChFC

Co-founder and Chief Evangelist, Facet Wealth

Brent Weiss is the co-founder and chief evangelist at Facet Wealth.

Bill Harris, RMA, CFP®

Co-Founder, WH Cornerstone Investments

As a Certified Financial Planner Practitioner, a Retirement Management Advisor, an Ed Slott Elite IRA Advisor and past President of the Financial Planning Association (FPA of Massachusetts), Bill's knowledge and expertise optimizes our client's financial resources to help them achieve their dreams in the calm and the storm. Bill's experience in the financial sector began over 25 years ago. In his former roles, Bill worked for State Street Global Advisors and in the custodial field for State Street Bank with numerous mutual fund companies, fund managers and investment advisers as an account manager in domestic and international operations. Bill has an MBA from Suffolk University and a BS in Management from Daniel Webster College. Bill lives in Plymouth and the Berkshires with his wife, Paula Harris.

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Journal in the Round: Four Snapshots of Financial Planning Career Possibilities
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available