Episode
Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera
- Podcast
- New Planner Podcast
- Published
- Sep 25, 2026
- Duration seconds
- 1408
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-keesler-herrera/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/new-planner-podcast-1382818/ep-297-pivoting-from-a-successful-career-in-technology-to-financial-planning-with-kimberly-keesler-herrera.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Changing careers after 25 years in another industry is one thing. Starting again at the bottom of the ladder is another. Kimberly Keesler Herrera, Associate Advisor at Tessara Wealth, made that leap from a successful career in tech into financial planning, approaching the transition with plenty of research, a financial runway, and a willingness to be the "kindergartner" again. Listen in to hear how Kimberly researched different firm models, why she chose the RIA path, how she prepared for the financial realities of starting over, and how she has used skills from her previous career to build confidence in a new one. She also shares why approaching firms like a prospective client can be a valuable way to learn about the profession and make connections. Her experience offers a practical look at what career-changers can expect when entering financial planning, so make sure to tune in! You can find show notes and more information by clicking here: https://tinyurl.com/4t6sypzv