Bill Winterberg (@BillWinterberg) chatted with Elecia about leaving embedded engineering to become a financial planner then to being a technology adviser to other financial planners.
Financial adviser networks:
- XY Planning Network (by interest)
- Garrett Planning Network (hourly fees only)
- NAPFA (fee only advisers)
- CFP® (by zip code)
Robo-advisor (automated investment management)
Bill says: "It shouldn't be this hard for smart engineers."