Why I Became a CFP® Professional: An Interview with Jillian Nell, CFP®

There are many reasons to become a financial planner. For some it’s the creativity, for others it’s the fulfillment in helping a client achieve their goals. But to those on the outside, financial planning can seem like a daunting career to pursue.

Jillian Nel, CFP®, speaks about what led her down the path toward becoming a financial planner. Jillian discusses some of the reasons why she loves being a CFP® (including the flexible work/life balance), offers tips for those looking to get into the field and addresses the misperceptions about what it takes to be successful.