Financial Planning

Eric Franklin's journey from the tech world to financial planning

Eric Franklin's journey from the tech world to financial planning
 
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Financial Planning
 
Financial Planning
 
Retirement
 
August 28, 2024
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Hello!

As I mentioned before, I am excited to take on "The Ladder," a series by Financial Planning that looks at how executives and leaders in the wealth management industry made it to where they are today — and what you can learn from them.

I started with Eric Franklin, managing principal at $39 million AUM registered investment advisory Prospero Wealth in Seattle, who spent over 20 years learning the tech world before starting his RIA.

I hope you'll check it along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Wednesday!

 
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