Episode
Ep #296: Changing Careers and Launching a Firm Without Lead Planner Experience with Shawn Tydlaska
- Podcast
- New Planner Podcast
- Published
- Sep 18, 2026
- Duration seconds
- 1921
- Processing state
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Summary
What does it take to break into financial planning? Today's guest is Shawn Tydlaska, Founder & CEO of Tessara Wealth, who joins the show to share how he found his right fit in the industry after struggling to find the right opportunity. You'll learn why Shawn ultimately decided to start his own firm (without ever having been a lead planner or having a single client), why he pursued the CFP designation, and how he built a financial planning process designed around the needs of younger professionals. Listen in as Shawn opens up about the lessons he learned from growing his firm too quickly, evolving his target client, and navigating imposter syndrome. You'll also hear how he found his first client and eventually built a team serving more than 130 people. And don't miss Shawn's advice for new planners and career-changers about finding your fit and building confidence. You can find show notes and more information by clicking here: https://tinyurl.com/5t562es6