NGPF Podcast: Rick Ferri on his journey from stock broker to financial consultant

Share:

Listens: 0

Next Gen Personal Finance

Education


Enjoy this conversation with Rick Ferri who shares his experience in financial services over the past 30 years. Rick started as a stock broker then went on to an asset management firm and now is a financial consultant (with a 6 month waiting list!) He discusses the motivation behind these moves and why he thinks providing financial advice on an hourly basis is the optimal model. You will also learn about a popular personal finance Q&A forum at Bogleheads.org where Rick plays a leadership role.