How to get your kids educated and retire securely

How to get your kids educated and retire securely

From: $100.00

Sold By: Dylan Brix, CFA


I started in finance because I didn’t know much, and it bothered me. I felt like everything that I wanted to do in my life was linked to underlying financial dynamics that were out of my control. So, I decided that I would learn how to control finances. I started out at a firm that specialized in managing the investments for uber wealthy families. I earned the Chartered Financial Analyst designation and began to pursue sustainable investing work, which I did full time for 2 years.

However, in my late 20s I realized that I needed to come out of the clouds of high-finance and ground myself in real world issues. How do I do regular-people stuff? Save for college for my son? Save for retirement? So, now I am working to add a Certified Financial Planner designation to my CFA. I work with clients to trade their stocks and bonds, while also developing financial plans.


BA, Bowdoin College, Chartered Financial Analyst (CFA) charterholder; Working toward a CFP


There are no reviews yet.

Be the first to review “How to get your kids educated and retire securely”

Your email address will not be published. Required fields are marked *

Yes No

Your Cart