Ethan joins the New Planner Podcast hosted by Caleb Brown, CFP and Co-founder of New Planner Recruiting to share how he got started as a financial planner—and started Orchard City Wealth Management. Ethan shares how family members influenced his career early on, why he pivoted from majoring in corporate finance to personal financial planning at San Jose State University, and what it was like transitioning to an employee role at a fee-only RIA and a paraplanner role that set the foundation for him to become a partner. Ethan discusses why he gave up a partnership and left the firm for a larger organization, how he settled on starting his own Registered Investment Advisory (RIA) firm, and some of the biggest challenges that he had to overcome to get Orchard City Wealth Management started.
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