Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

New Planner Podcast

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3M ago 30:39

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Daniel Kopp is the Founder of Wise Stewardship Financial Planning, and he joins the show today to share how he became interested in financial planning. If you're curious about transitioning from a military career to financial planning or starting your own firm, this is an episode for you!

Listen in as Daniel shares how he became interested in financial planning, his journey in the military, and how he eventually opened his own firm to help other military members with their financial planning. He discusses his early interest in money, why he joined the Air Force after high school, and what led him to leave the military to start his own firm. Stay tuned until the end where Daniel outlines the structure and details of his firm, recalls the highlight of his career, and offers tips for new financial planners.

You can find show notes and more information by clicking here: https://bit.ly/4bHSAt6

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