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Millennial Money - Angela Moore - Shared screen with speaker view
Derian Scott
17:14
I have accepted an internship with Northwestern Mutual and it is centered around investing and finance
Derian Scott
17:33
yes
Brian Vargas
18:28
Just here to leanr
Armando Elias
18:32
Financial Planning
Derian Scott
18:36
What is the difference between Financial Planning and Risk Management
Francine Ma
18:37
Currently working as a Financial Planning Associate at a RIA-fee only firm
Brandon Lobo
19:06
I’m interested in being a financial advisor but focused on investing
Alexandra Re
19:12
Hi! I'm pursing a career in Financial Planner/Analyst.
Alexandra Re
23:14
How did you rech your career?
Natasha Das
23:16
is there a career in ESG and investment management?
Alexandra Re
23:18
reach*
Vladimir Bautista
24:52
I’m interested in becoming an Asset management analyst or Wealth Management analyst
Alexandra Re
25:43
How did you receive your clients when first creating your business?
Danqin Fang
26:15
Hi Vladimir, keep getting involved with FPA and also check out CFA if you want to be more investment focused within the wealth management industry
Kristopher Rojas
26:47
Si you think is a great move from working in a bank like to start doing that I like to help people
Derian Scott
33:17
lol
Alexandra Re
39:18
Whats is your destination?
Fengxin Ma
47:26
Have 6 month of income saved
Alexandra Re
48:50
for me, financial security is not having lack and being able to give to others financially.
Alexandra Re
51:04
heather
Fengxin Ma
51:13
Depends on the interest rate
Fengxin Ma
51:21
And the ROA
Alexandra Re
01:03:14
What is the difference between Financial Advisor and Financial Planner to you?
Maria Bulalacao
01:05:52
Will we have access to this recording after this meeting?
Maria Bulalacao
01:07:55
Also, I am interested in getting a masters after my undergrad, can you tell us about your experience pursuing your masters in science for personal financial planning? Do you have any advice?
Derian Scott
01:12:40
With that in mind, I believe that I would rather pursue my CFP licensure instead of my bachelors in the following fall
Derian Scott
01:13:15
Masters**
Derian Scott
01:13:19
Sorry typo
Alexandra Re
01:13:19
What type of internships would you recommend students who want to be financial planners and are interested in real estate?
Alexandra Re
01:15:46
Did you study for the CFP exam while completing your masters degree?
Derian Scott
01:19:54
I have to go but it was so nice meeting you guys and I appreciate the information displayed in this presentation.
Derian Scott
01:20:03
Best wishes and stay safe
Angela Moore, MSPFP, CFP®
01:20:08
Thank you!
Alexandra Re
01:20:15
Thank you for the information!
Maria Bulalacao
01:22:37
You mentioned financial therapist in your presentation, I am wondering if I can pursue that career with the same masters in science personal finance or is it a separate degree title required for that?
Nina Cardi
01:24:19
Thank you both for your input!!! 😊
Maria Bulalacao
01:25:20
Alright thank you so much
Alexandra Re
01:25:56
How can I look back at this recording?
Alexandra Re
01:26:26
what is the website addres?
Alexandra Re
01:26:33
address*
Angela Moore, MSPFP, CFP®
01:26:52
fpamiami.com
Alexandra Re
01:30:10
Thank you everybody for your time! I learned so much!
Armando Elias
01:30:25
Thank you so much for your time!