Defining Roles Within the Profession and Firms 4s2w4c

Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional...

Tyler Aubrey, CFP® and financial planner at Define Financial in San Diego, had an unconventional career path that led him to the profession. In our newest YAFPNW episode, Tyler and Matt discuss his early work with a large government contractor, his first financial planning role, and his advice for new planners.