FP CAREER RESOURCES — ABOUT ME

Updated June 6, 2026

I. Ask Me Anything (AMA) Fridays

1. Schedule an AMA: Group Session (up to 4 attendees) or Schedule an AMA: 1 on 1 Session — "Questions about breaking into the financial planning industry? Or finding a great firm to work for? As a career-changer who started my first job in financial planning in February 2022, and earned my CFP® certification in February 2024, I just went through this! I also started a weekly associate advisor and paraplanner compensation and benefits survey in June 2023. Sign up for a Zoom meeting to chat with me about those things, or anything else on your mind."

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II. ABOUT ME

1. FPA Journal of Financial Planning: "Social Capitalists" — "Good networking is an investment in your community. Three planners share what they've learned about making connections as they build their careers: Gloria Garcia Cisneros, CFP®, Wilson Liu, CFP®, 
   Landon Warmund, CFP®, CSLP"

2. The Blueprint: An FPA NexGen® Podcast #38: "Career Pivot Playbook: Breaking Into Financial Planning from Any Industry" — "...hosts Mike Zarrelli, CFP®, EA and Alison Miller, CFP® sit down with Emily Green and Wilson Liu to unpack what it really takes to transition into financial planning from entirely different industries.  From engineering burnout to healthcare and entrepreneurship pivots, Emily and Wilson share honest insights into navigating uncertainty, overcoming imposter syndrome, and building a meaningful career in financial planning."

3. New Planner Podcast #238: "Transitioning from an IT Career to a CFP with Wilson Liu" — "Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you!"

4. CFP Board Candidate Forum blog post: " A Former IT Engineer's Path to CFP® Certification" — by Wilson (Guo) Liu — "My mother told me years ago that one of her biggest regrets was not purchasing a house she might leave me one day. She wished she hadn't invested her savings in a whole life insurance policy for decades. As a first-generation immigrant, my mother was sold something that she didn't truly understand."

5. CFP Board CFP® Pro Career Studio (requires free CFP Board account) — "Featuring former engineer, Shehara Wooten, CFP® and former IT Manager, Wilson Liu, CFP®"

   • Day 1 recording — "Learn why a career in financial planning is so rewarding from a former engineer and former IT manager​"

   • Day 2 recording — "Discover how to change careers and find the best role for you based on your prior experience.

   • Day 3 recording — "Act now and pave your career path to financial planning."

6. CFP Board webinar: "Dear CFP® Pros: Advice from Recently Certified CFP® Professionals" — "Hear directly from two newly certified CFP® professionals about the lessons they learned along the way, practical tips, proven strategies to stay motivated and fresh inspiration for your own certification journey."