Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
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Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
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Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this episode is for you!
Listen in as Gloria shares how her experience growing up in a financially struggling immigrant family shaped her interest in financial planning. She talks about learning to manage her own finances after graduating from UCLA and how conducting informational interviews helped her land her first role in the industry. Gloria also walks through her career path from a small firm to a large one, her journey with the Series 65 exam, and her passion for giving back to her community.
You can find show notes and more information by clicking here: https://bit.ly/3HN5Umx