#237: From Marine Corps to Money Management with Donald Pearson, USNA ‘16

<p style="text-align: center;"><em><span style= "font-weight: 400;">“There’s so much more that goes into financial planning, especially when you’re talking business planning, than pie charts and spreadsheets. More often than not, it’s just clearing the way for the business owner to be able to work on the business instead of being sucked in to work in the business on a day-to-day basis.”</span></em> <span style="font-weight: 400;">- Donald Pearson (USNA ‘16)</span></p> <p><span style="font-weight: 400;">Donald Pearson (USNA ‘16) is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities. Upon graduating from the United States Naval Academy in 2016, Donald commissioned into the United States Marine Corps. He served as a Financial Manager responsible for all resources allocated in support of Marine Corps activities in Central and South America before joining WestPac. In his work, Donald most enjoys working with energetic, passionate, loving families and business owners that are growing and dedicated to making sound financial decisions to set their families and businesses up for long-term success.</span></p> <p><span style="font-weight: 400;">In this episode, we discuss:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Why the Marine Corps accelerated Donald’s career as a financial advisor</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How the military veteran network helped power Donald’s successful transition </span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Tips on how to become a successful financial advisor and build a good reputation</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why WestPac Wealth Partners focuses on working with clients who are business owners</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How WestPac Wealth Partners helps business owners organize and coordi