Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

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Posting as :
works at
You are currently posting as works at

Have you thought about joining one of the bigger banks? That might be a back-way to get your foot in the door.

Would one of the larger banks: Merrill, etc offer paying for education? I feel like I’d get stuck in there since I’d be 1 of hundreds looking to do the same

I agreed, bigger banks are supporting with that goal. I have a friend at Barclays UK and they were super supportive, gave him time off and stuff too

GS Ayco

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