Dec 13, 2023 @ 10 AM PT / 1 PM EST
Patrick King, CFP®
I began my career as a mechanical design engineer before I moved into the financial world. During this time, I had the unfortunate experience of working with a “financial advisor” who was, in reality, nothing more than a salesperson. He put me into investments that paid him ongoing commissions and failed to actually help me plan for anything. I was furious. Simultaneously, I also realized that my career as an engineer was at a crossroads. All the design jobs were being outsourced to China and India at that time. So, after taking a fee-only financial planner out to lunch and hearing her story, I realized that this was something that I was excited about. This conversation, combined with the bad experience with my advisor, turned out to be the perfect catalyst for change. I imagined what someone who actually cared about their clients could do in this business. Since then, I’ve had a passion for this work and have never looked back. Today, I continue to be driven by my love for this profession and the positive changes that this work can create.
Linden Cornett, MBA
Linden Cornett is the Founder of Seagrass Financial. She started her financial planning business in 2016 as a Career Changer from the tech field. She specializes in working with Intel employees Grade 10 and higher.