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From Interest to Ownership: Celebrating Adam Van Wert's Journey in Financial Planning

In the world of financial planning, few stories are as compelling and instructive as that of Adam Van Wert. A financial planner with J. F. Williams Co., Inc., Adam's journey into and within the financial planning profession is a testament to the power of curiosity, mentorship, and strategic career development. Recently, Adam shared his experiences on the New Planner Podcast, offering a wealth of insights for anyone considering or currently navigating a career in financial planning.

Adam's Early Interest and Mentorship

Adam's interest in financial planning sparked during high school, inspired by a local financial planner who became his mentor. This early influence played a crucial role in shaping his career path, demonstrating the importance of guidance and mentorship in the financial planning profession. Adam's story is a testament to how early exposure and mentorship can ignite a lifelong passion for financial planning.

First Position and Transition to an RIA

Adam secured his first position in a family office, where he discovered his love for the role and the unique challenges it presented. However, his journey didn't stop there. Adam transitioned to a fee-only Registered Investment Advisor (RIA) firm, where he has grown into a shareholder. This transition highlights the dynamic nature of the financial planning profession and the diverse opportunities available for those willing to take the leap.

Achieving the CFP Designation

Passing the CFP exam is a significant milestone for any financial planner, and Adam achieved this feat as a new college graduate. His dedication and hard work are evident, and his success serves as motivation for new planners aiming to attain this prestigious designation. Adam's story provides practical tips and insights for those on the path to becoming certified financial planners.

Ownership and Commitment to J. F. Williams Co., Inc.

One of the most inspiring parts of Adam's journey is his growth into a shareholder in J. F. Williams Co., Inc. Adam shared insights on how his ownership buy-in was structured, offering valuable advice for those aspiring to firm ownership. His commitment to our firm is unwavering, and he has no desire to leave—a sentiment that underscores the supportive and growth-oriented culture at J. F. Williams Co., Inc.

Tips for New Planners

Adam's episode is packed with valuable tips for new planners, from securing that first job to navigating career transitions and achieving professional growth. His journey is a roadmap for aspiring financial planners, filled with actionable advice and inspirational moments.

Join Us in Celebrating Adam's Achievement

We are incredibly proud of Adam and his accomplishments. His feature on the New Planner Podcast by New Planner Recruiting is a testament to his dedication, expertise, and passion for financial planning. We invite you to listen to the episode and join us in celebrating Adam's journey from interest to ownership.

For those considering a career in financial planning or aiming to grow within the profession, Adam's story is both inspiring and instructive. Explore our website to learn more about our team and how we can help you achieve your financial goals. You can listen to the full New Planner Podcast episode by going to https://newplannerrecruiting.com/ep-187-earning-partnership-after-5-years-with-adam-van-wert/.

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The table below shows the returns through June 30, 2024, for selected investment asset classes. In most cases, the results below are appropriate benchmarks for the related mutual funds in your investment portfolio.