Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr
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Antonio Montes De Oca Jr is a Financial Analyst at Rock House Financial based out of Farmington, UT, and he joins the show today to discuss how family stress around money growing up prompted him to pursue a career as a financial planner. If you are graduating from a CFP program and want to know how to find a great fit and add value right out of the gate, this is an episode you won\\u2019t want to miss!
Listen in as Antonio shares his journey into the world of financial planning, how he decided which CFP program to attend, his internship experiences, and how he knew that the fee-only RIA channel was the right structure for him. We also discuss what it took for Antonio to get hired by his current firm, how he knew they were a good fit in the interview process, and what a Financial Analyst does to support the more senior planners on the team.
You can find show notes and more information by clicking here: https://bit.ly/3myfvTI
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