# Ep #292: How The FinServ Foundation Assists New Planners with Victoria O'Tool

Page: https://stenobird.com/podcast/new-planner-podcast-1382818/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-o-tool
Text version: https://stenobird.com/podcast/new-planner-podcast-1382818/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-o-tool.md
Podcast: [New Planner Podcast](https://stenobird.com/podcast/new-planner-podcast-1382818)
Published: 2026-08-14T11:00:00+00:00
Episode link: https://newplannerrecruiting.libsyn.com/ep-292-how-the-finserv-foundation-assists-new-planners-with-victoria-otool
Audio file: https://traffic.libsyn.com/secure/newplannerrecruiting/NPP292.mp3?dest-id=2275502
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Duration seconds: 1709

## Resource

What if the fastest way to build a successful financial planning career isn't going it alone? Victoria O'Tool is Executive Director of the FinServ Foundation and a financial planner at Mercer Advisors, and she joins the show today to share how mentorship, community involvement, and saying yes to unexpected opportunities helped launch her career just months after graduating. Listen in to learn why finding the right firm matters more than landing the first job, as well as how the FinServ Foundation is helping develop the next generation of financial planners. You'll hear lessons learned from balancing multiple roles while studying for the CFP®, the value of networking, and why experienced professionals have an important role to play in giving back to the profession. You can find show notes and more information by clicking here: https://tinyurl.com/ze2zhj4d

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