In our tenth episode of The Straight Path Podcast, Sam Genzink, Associate Wealth Advisor at Straight Path Wealth Management, joins host Dan Cook, CFP®, EA, to reflect on his path from college intern to full-time advisor—and everything he’s learned along the way. From adjusting to life after graduation to navigating professional growth and personal transitions, Sam shares honest insights from his unique journey.They explore what it’s like to go from student to full-time advisor, how Sam navigated both personal and professional transitions, and the mindset shifts that helped him along the way. From licensing exams like the Series 65 to the lessons he wishes he had focused on earlier, Sam opens up about the realities of launching a career in finance. Whether you're early in your career or mentoring someone who is, this episode offers a candid look at growing into the financial planning profession.

About Your HostThis podcast is hosted by Dan Cook, CFP®, EA, Wealth AdvisorSchedule a call with Dan: https://dancookcfp.youcanbook.me

Learn more about Dan: https://www.straightpathwealth.com/me...

Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/

Guest Spotlight

This episode features Sam Genzink, Associate Wealth Advisor at Straight Path Wealth Management.Website: https://www.straightpathwealth.com/ LinkedIn: https://www.linkedin.com/in/sam-genzink/

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