Comments on: How to Become a Financial Advisor: 6 Tips for Mastering This Career

By: SANDESH

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By: wilma vespa

wilma vespa — Tue, 23 Dec 2014 05:12:00 +0000

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By: Carrie Smith

Carrie Smith — Sat, 20 Dec 2014 17:47:00 +0000

Thanks, Bruce! Yes, your experience seems true. Most of the financial planners I interviewed (and the ones I personally know) do target clients under 35 years old because they are new in their careers.

By: Bruce

Bruce — Sat, 20 Dec 2014 15:49:00 +0000

Carrie, this is an interesting perspective. From my experience in the financial industry, it appears that few financial planners work with clients under age 35. The combination of lower incomes early in one’s career and lower asset levels can make it tough for a planner to add value.

Interesting to read in your bio that you switched from accounting to freelance writing.