Magdalena Latek

 

This University of Colorado Boulder graduate pivoted from premed to financial planning because she wanted to be a part of a helping profession. As a first-generation college student and native Polish speaker, Magdalena Latek reflects fondly on coming home and teaching her father about Roth IRAs, and realizing how important this career was for students like herself.

“Something that excites me about entering the financial planning profession is just being able to build such strong relationships with your clients and being able to be someone’s first phone call, I think that is a huge honor and knowing that you’re able to positively impact another person’s life.”