There have been many sleepless nights in the past few weeks as I have wrestled with a career choice. As of Friday, November 7th I am no longer a professional financial advisor. I have given up my license to advise retail investors and trade professionally on all securities.
I didn’t think it would be such an emotional decision, but working closely with individuals and families to help shape their finances now and in the future is quite a special thing. I’ve seen plans for babies and inheritances, and of course financial independance (I think they still call it ‘retirement’). I have had quite a close bond with many people who have trusted me with their private information and their dreams. So to make the decision to leave my current employer was not an easy one.
My departure is on the best of terms with my firm, and has nothing to do with the recent market action. I have hand picked the successor advisors who will take over for my clients in order to take their plans to fruition, and I have offered to remain as a sounding board for both the clients and the advisors in a non-official capacity – however I’ve made sure they are in good hands by keeping them educated (and pointing them to this blog!) :)
My commitment to the readers of this blog is to continue providing posts that I think people enjoy reading; indeed it will be business as usual. So keep the questions and comments rolling, and thanks for joining me on the journey so far…