Li Tian ⋅ Carlsbad , CA Transamerica Financial Advisors ⋅ 5 years experience

We are a group of financial professionals in North San Diego county, and few of our business associates have served in the past. Send me a message and maybe we can connect directly to see if we can provide any help you are looking for.

Thank you for your service!

Li

Louis Schwarz ⋅ Somerville , NJ AIG ⋅ 43 years experience

Finance includes insurance, brokerage, banking, industry, and personal financial planning. Where does your interest lie? Send me a copy of your resume so I can review for your strengths.

Tom Cal, CFA ⋅ San Francisco , CA Army Veteran, Investment Manager ⋅ 25 years experience

Is there a specific aspect of Finance that interests you, and why?

Read books by John Bogle and Robert Schiller.

Jeffrey Duck ⋅ Deltona , FL Deploy Tech Services ⋅ 30 years experience

Hi Gerard,

I just posted an answer for someone else in a similar situation. There are some differences between your situations but hopefully you'll find this helpful...

https://acp-advisornet.org/questions/1489/anyone-have-advice-trasitioning-finance-industry

Semper Fi

Denise Dukette ⋅ Vergennes , VT Out of the Office Virtual Assistance ⋅ 9 years experience

Hi Gerard!

You may want to look at your local SCORE chapter [https://www.score.org] for a finance mentor. Their services are free to you and they can either mentor or connect you with a mentor who can help you out.

Wishing you all the best and thank you for your service!
Denise