Ep #257: Chemistry Major to CFP with Kelly Metzler
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Ep #257: Chemistry Major to CFP with Kelly Metzler
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Kelly Metzler Randall is a Principal and Lead Advisor at Burton Enright Welch, and she joins the show today to share how she transitioned to financial planning after earning a chemistry degree. If you're interested in exploring career pivots into financial planning, understanding how to grow within an RIA, or seeing what it really looks like to rebuild your career after a relocation, this episode is for you!
Listen in as Kelly shares how her love of science and math initially led her into lab work—until she realized it wasn't fulfilling and began exploring business and finance. You'll learn how an internship at a large bank became a full-time role, what motivated her transition to the RIA space, and how she advanced in her first firm before relocating to California and starting over at her current company. We also discuss how her responsibilities expanded as the firm grew, as well as which parts of her career she finds both the most fun and the most challenging.
You can find show notes and more information by clicking here: https://bit.ly/4if1nYz