Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson

New Planner Podcast

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1y ago 21:45

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Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academic pursuits, leading to his current role at Winthrop University. If you love to teach, but also aspire to one day be a financial planner, this is an episode for you!

Listen in as Philip dives into the inception and evolution of his side practice in financial planning, emphasizing how it enhanced his teaching and the Winthrop CFP program. We also discuss the challenges of building a firm from the ground up, Philip’s eventual merge with larger entities, and his advice for aspiring financial planners.

You can find show notes and more information by clicking here: https://bit.ly/3PH5uP6

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