Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
Why Engineers May Make Great Financial Planners
Many times in life, we see how one career field translates extremely well into another. Engineering is a great example of this. A good engineer needs to know what a project’s goal is, put the pieces together in a way that works, and then stress test it to make sure it works in all conditions.
Financial planning is a lot like this. What does each individual want to achieve financially? What do we have available to work with? How can these pieces fit together to potentially reach their goals? And how will that financial plan work under extreme conditions, both good and bad?
Our guest today is former engineer and current financial planner, Patrick Klacka, CFP®, who talks about how his math and engineering skills prepared him so well for the financial planning field. Tune in and find out more with podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!