“I didn’t want to become an advisor after what I saw...” | Financial Advisor Reveals The Full Story
Ari Taublieb, CFP® Ari Taublieb, CFP®
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 Published On Jul 7, 2024

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In the video, I, Ari Taublieb, CFP®, discuss my unconventional path to becoming a financial advisor.

Initially driven by my love for soccer, I attended the University of Puget Sound, where I played soccer and studied finance.

During an internship with Burnley Football Club, I discovered my aptitude for finance.

I was motivated to become a financial advisor after witnessing my parents' negative experiences with financial advisors, who often misled them.

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Time Stamp
00:00 Introduction
00:29 Purpose
01:23 Common Questions
03:23 Internship
04:29 Initial Career Steps.
05:50 Financial Background and Experiences.
08:27 Differences in Planning and Advisor Conflicts.
10:45 Different Approach to Financial Planning.
12:45 Transition From Pensions
14:41 Reason for Starting the Podcast
19:47 Trust and Personal Connection With Advisors.
20:28 Partnering With Root.
24:45 Conclusion and Summary

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.

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