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 (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. 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, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. 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 2024. All rights reserved.