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From Corporate Finance to Passionate Financial PlannerFrom Corporate Finance to Passionate Financial Planner

Cooke Capital's Haley Tolistsky shares her unique journey into the profession.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 18, 2023

Despite studying corporate finance in college and her school lacking a financial planning program, Haley Tolistky's internship with an independent financial advisor sparked her passion for the industry.

As a recent graduate, she faced challenges in job hunting, especially without completing the CFP curriculum, but acknowledges the evolution of resources available for students and career changers. She highlights the camaraderie within the industry, particularly within the FPA, emphasizing that it's not about competition, but rather community and collaboration.

About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.