Becoming a Financial Advisor with Mahogany Person (Ep. 26)

By Nicole Young on August 20, 2023

Episode 26 of the Private Vista Podcast, Dollar$ and $ense: Creating Your Fulfilled Life

Sometimes, the path to a fulfilling career is far from straightforward.

In today’s episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the field of financial advising. Mahogany began her professional life as a math teacher but transitioned into financial planning after personal experiences opened her eyes to the generational gaps in financial education.

Throughout the episode, Nicole and Mahogany discuss:

How the ‘aha moments’ keep Mahogany passionate about education
Key strategies Mahogany employs to help both students and clients achieve their own ‘aha moments’
The art of productive struggle in career and life transitions
Navigating career changes and the power of asking the right questions
The rewards and challenges of career transitions, and why persistence and continual learning are vital
And more!

Resources:

Connect with Nicole Romito:

Connect with Mahogany Person:

LinkedIn: Mahogany Person

About our Guest: Mahogany Person bridges the worlds of education and finance. Originally a math teacher in her hometown of Dayton, Ohio, she transitioned to financial advising after pursuing an MBA in Finance. Now close to becoming a Certified Financial Planner (CFP), Mahogany has combined her love for teaching with her passion for personal finance. Her unique background allows her to simplify complex financial matters for her clients, proving that career detours can lead to unexpected, but fulfilling, destinations.

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