Rising Stars 2014: Ben Klundt
By Anonymous | |
Proquest LLC |
Age: 25
Job Title/Company: Financial adviser,
Education: Bachelor's degree in accounting,
Tell us about your career so far: My career has been both challenging and very rewarding. I am responsible for building my book of business, so there is a great deal of marketing, development of strategic plans and policies and education to stay up on our macro-environment and the stock market. One of the greatest parts of my job is that I get to work with people to help them improve their overall financial well-being.
Most people think that I do financial planning and investing, and they're 100 percent accurate, but they don't consider the fact that if you are lacking in savings and proper planning, it can lead to health and marital issues. I get great joy out of seeing others succeed.
If you were to put it down in a sentence, "I foster relationships with individuals while helping them develop a savings and investment plan to pursue any financial goal." I invest based upon people values and situations, not upon the market alone.
What are your aspirations? I aspire to create a lasting impact. Like most people, we want to be admired and leave a legacy. We want to know that what we are doing has meaning and is more than just a paycheck. I want to see that my family and friends are happy, healthy, and wise.
Tell us about your mentor or someone you look to for inspiration. I have been very blessed to grow up surrounded by many people in
In our current economic environment, how do you feel about the opportunities for career advancement among people of your age/generation? Due to our current economic environment, including stagnant wages, higher-than-normal unemployment, great student loan debt, and the threat of failing federal systems that some have relied upon in the past, we have become an entrepreneurial generation. At the same time, I believe there is good opportunity for those looking for a "job" with the exodus of the baby boomers and their being such a large generation.
Something interesting/random about yourself. I started investing when I was 15 years old with money I saved up from mowing the neighbor's lawn. I sold tomatoes out of my parent's fridge to the neighbors. Sorry, Mom. I am also an Eagle Scout.
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