From Certified Personal Trainer to Certified Financial Planner®

I often joke with Jim when I become interested in something, I go down the proverbial “rabbit hole” and go very deep on a specific subject and try to learn as much as I possibly can. As I look back at my career thus far this holds true. When I became interested in fitness and nutrition, I became a Certified Personal Trainer and when I became interested in personal finance, I became a Certified Financial Planner®.

 

My fitness journey began when I was training for soccer and high school. I was heading into my senior year and looking to add some muscle to increase my performance on the field. 

As I began to work out, I soon found I liked training more than playing soccer. I diligently researched the optimal training routines to maximize my performance and muscle growth. I meticulously tracked my exercises, sets, and reps. I studied diet and nutrition to understand the amount of protein, carbohydrates, and fats I needed to intake daily. I spent the majority of my income from working at Discount Drug Mart on supplements to enhance my workouts.

 

After learning so much about fitness and nutrition I decided I wanted to share this with other people and thought I could make a career out of it. I began to train and counsel friends and family and attained my Certified Personal Trainer from the International Sports Science Association. In addition to my personal training certification, I decided to study nutrition at the University of Akron and got a job at the Rec Center on campus and began seeing clients.

 

I soon realized that not everyone has the same passion and commitment to fitness and nutrition as I did. This was very discouraging for me, as my clients did not see the results I expected. This was mainly due to only training them for 30 minutes twice per week and having zero control of their behavior outside of the gym. 

 

As I was training clients, I also discovered there was not a lot of money to be made in the personal training business as an employee. If I wanted to make a career out of it, I would have to open my own gym.

 

This led me to study finance because I thought people who worked with money would by default make a lot of money and I could then use that money to open a gym. As I got exposure to personal finance and got an internship with a large insurance company, I learned that you were able to help people as a personal trainer or coach would. 

 

I then began digging into all information related to financial planning and striving to become a Certified Financial Planner®, which I saw as the gold-standard in the industry. It wasn’t until I graduated from the University of Akron and began working at a Registered Investment Advisory firm where I saw the difference between product sales and real financial planning and seeing there was so much left to learn beyond the Certified Financial Planner® designation. I began to dive deeper into specific areas that interested me. The first was taxation, where I decided to get the Enrolled Agent license as a good way to have a thorough understanding of the US tax code. 

Then I was then drawn towards the area of retirement planning once I found out the number of decisions and complexities that surround this time in someone’s life. So, enrolled in the Retirement Income Certified Professional designation through the American College explore this area further.  

 

I will always have a love for fitness and nutrition and I’m more than willing to help anyone who has questions in these areas, but I see this as a passion rather than a career. My transition from fitness to finance has shaped me into who I am today. I look forward to guiding clients through their retirement journeys. Who knows maybe someday I will open a gym to help clients get in great financial and physical shape. 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck