Financial Planning: The Ladder: How patience paid off for the founder of an RIA that serves tech professionals

Eric Franklin

Aug 26, 2024

Did you know I nearly left my Amazon career in 2001 after being part of the Amazon Customer Service layoffs? I had two job offers to become a financial advisor back then but I ultimately accepted another Amazon position (I'm a glutton for punishment).

Rob Burgess, at Financial Planning magazine, dove into this pivotal career moment and figured out why that decision became the basis of Prospero Wealth.

"Waiting allowed me to create the kind of the firm I wanted to create from day one," Franklin said, "as opposed to coming up inside of a financial services firm and then having to look for an opportunity to step away."

Check out the article here.

Did you know I nearly left my Amazon career in 2001 after being part of the Amazon Customer Service layoffs? I had two job offers to become a financial advisor back then but I ultimately accepted another Amazon position (I'm a glutton for punishment).

Rob Burgess, at Financial Planning magazine, dove into this pivotal career moment and figured out why that decision became the basis of Prospero Wealth.

"Waiting allowed me to create the kind of the firm I wanted to create from day one," Franklin said, "as opposed to coming up inside of a financial services firm and then having to look for an opportunity to step away."

Check out the article here.

Did you know I nearly left my Amazon career in 2001 after being part of the Amazon Customer Service layoffs? I had two job offers to become a financial advisor back then but I ultimately accepted another Amazon position (I'm a glutton for punishment).

Rob Burgess, at Financial Planning magazine, dove into this pivotal career moment and figured out why that decision became the basis of Prospero Wealth.

"Waiting allowed me to create the kind of the firm I wanted to create from day one," Franklin said, "as opposed to coming up inside of a financial services firm and then having to look for an opportunity to step away."

Check out the article here.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

© Prospero Wealth 2025. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

© Prospero Wealth 2025. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.

© Prospero Wealth 2025. All rights reserved.