This episode of The Ascent, hosted by Sam McGee, the CEO and owner of Crestmont Private Wealth. features a guest, Rebecca Petri, who recently graduated from Texas A&M's Financial Planning School. The host and guest discuss a range of topics including Rebecca's background, the value of internships, and the experience of transitioning from academia to a career in financial planning. They also touch on the importance of certifications like the Certified Financial Planner (CFP) designation. The episode was recorded during a ribbon-cutting event at Crestmont's new location and includes details about the local community, the firm's ribbon-cutting ceremony, and personal anecdotes from Rebecca's first days at the firm. The conversation aims to provide insights into the financial planning field and encourages students and professionals to pursue internships and certifications for career growth.
Original Air Date: June 28, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact: www.crestmontpw.com
Alec Walker in Houston: 831-280-5288
Sam McGee in Boerne: 830-368-2898
See omnystudio.com/listener for privacy information.
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