Amy Hubble stumbled into financial planning accidentally - and she’s never looked back. In this episode, Amy shares how she got started in financial planning as a trust officer, and what her path to founding her own RIA looked like. If you’re thinking of making the leap into launching your own RIA, taking the CFP® exam, Amy’s advice on what credentials to get and how to fearlessly take on big challenges will inspire you.
In addition to her practice, Amy focuses a lot of her effort on charitable giving. Specifically, she has founded Heartbeat for Hope, a charity that provides small capital to maintain education centers in Africa for impoverished women. This is a big part of both her life and her business, and we love seeing a financial planner incorporate giving into her organization.
Amy has been named one of Investment News’ 40 Under 40, and has been a long-time advocate for fiduciary planning.
We hope you enjoy her story and embrace some of the wisdom she shares here!