Jun 29, 2014, 12:01 AM EST

Transitioning from student to employee poses challenges

By Mariah Acap

As a recent graduate, I am really looking forward to beginning the next chapter of my life. College was an absolutely fantastic time, but I am truly excited to move on. Juggling work with classes made me feel as though I couldn't dedicate my time and energy to being as productive as I would like to be at Buttonwood because I would constantly have to break for projects, study groups, etc. I really felt as though I wasn't completely in the loop because I couldn't be in the office every day. But now that I'm full-time, I can attend more client meetings and contribute more to the firm. I really enjoy having more responsibility with client correspondence and involvement in the planning process. Additionally, I am looking forward to spending my first year furthering my knowledge about all aspects of the business. My colleagues really enable my learning because they make a point to include me in any learning opportunity possible. I am really ... Read full post

Jun 29, 2014, 12:01 AM EST

Summer of change comes with anxiety, excitement

By Treavor Dodsworth

This summer will involve a considerable amount of change. I will graduate, get married and start my new job at NorthWest Financial — all in a couple of months. These changes do come with some anxiety, but they also come with great excitement.After interning with NorthWest last summer, I look forward to joining them full time July 7. The staff at NorthWest places great importance on training their employees. I know they will invest in me as I in turn invest my time and energy in their company. When I interned with them, the office always had a very positive and encouraging atmosphere. I am excited to see how my personality will fit into their established company culture.After beginning my job, they will have me start sitting in on client meetings, as well as preparing supporting documents for those meetings. After hours I will be studying for the CPA exams. The plan currently is to work through the four CPA tests and then focus on ... Read full post

Jun 29, 2014, 12:01 AM EST

Tackling the challenge of relocating

By Kelly McNerney

If anyone asked me four years ago, “Kelly, where do you see yourself after you graduate from William Paterson University?” my answer would be very far from the reality of where I am today. Today, I am an associate financial planner at FJY Financial in Reston, Va. Four years ago, I did not know that the financial planning industry existed, nor did I know that I was attending one of the top schools for it. It is clear that a lot has changed in the last four years, and these changes have brought me to where I am today. When I was offered the position at FJY Financial, a mix of emotions ran through my head. I knew this was the firm I wanted to begin my career with, but I was hesitant to leave my family and friends in New Jersey. I am extremely happy with the decision I made to relocate and begin working with the FJY team.During my first few days, I have spent a lot of time being trained on the different software FJY uses. I... Read full post

Jun 9, 2013, 9:39 AM EST

April Peterson: Studying for my CFP

It's been a few weeks since graduation and I am soon to begin working at USAA. I am excited about my future with this company. I am currently studying for the CFP and will sit for the November exam. As I begin working, my first task is to take the series exam and learn the company's procedures. I am excited about gaining knowledge and experience in the industry. Although waking up every morning to go to a job will be new to me for a while, I am excited to get to work and learn. As of right now, though, this is new to me and will be for a while. Once I settle in, I will be able to share more of my strengths -- and weakness -- as revealed by what I learn and my experiences.... Read full post

Jun 7, 2013, 1:23 PM EST

Madison Ernst: 'They offer a degree in that?'

My name is Madison Ernst. I graduated this May from the best school in the South, in my opinion that is, The University of Georgia. I completed my college experience with a degree in Family Financial Planning. When I tell many people about my degree they are often confused and say, “They offer a degree in that?” They do not know how much the program and this degree have prepared me for my future. The FFP program at UGA is superb. The professors are phenomenal and have many years of direct financial planning experience. They truly want to help each of the students in any way they can. The program provides opportunities for outside experience through involvement with the community. I participated in the IRS Volunteer Income Tax Assistance (VITA) program. I was also lucky enough to be chosen to become a Financial Counselor at the Aspire Clinic as well. The Aspire Clinic is located at UGA and provides financial counseling and ... Read full post

Jun 7, 2013, 1:16 PM EST

Matt Romeo: Can't wait to start

"As my start date quickly approaches, I'm experiencing many different emotions. I'm nervous, a little scared, excited, humbled, but mostly anxious. I'm anxious to jump right in and to hit the ground running. I've been working towards this day since I set foot on Virginia Tech's campus, and now it is almost here. I always knew that I wanted to do something meaningful with my education. I wanted to give something back and help others pursue their life goals. Now I've earned the opportunity to do just that. The team at Gordon Asset Management has already embraced me with open arms and made me feel at home. The opportunity to get in the office and to work along side such an impressive group is humbling. My first year will be a whirlwind I'm sure. As the newest apprentice, I will have the opportunity to learn every aspect of the financial planning profession. Everything from back office work to investment research to client interaction and... Read full post