Flexing Your CFP: Roles in Fintech and RIA Development

Published: Nov. 23, 2021, 10 a.m.

b'Greg Goin CFP\\xae, CIMA\\xae, CLU\\xae,CRPC\\xae, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP\\xae, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP\\xae, they dive into how their CFP\\xae training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.'