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September Mailbag: A Career in Finance

Rule Breaker Investing

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Are You a Career Switcher?

Charles: I don't consider myself a career switcher, but I would say I'm a career pivader because I started in the world of public accounting and pivoted to be a financial planner. Megan: Did you have a strong sense at the start of that three years that this is what you'd end up wanting to do? Was there a certain moment, a catalytic moment for you? Charles: It was definitely a dream come true to work at the Motley Fool organization as a whole. And so it's really an assessment again of where your personal value and joy is derived from.

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