Favorite Parts Of Being A Wealth Advisor At Buena Vista Financial Planning
After 17 years as a Founder/Wealth Advisor, AK finds the most rewarding aspect is witnessing the "long-term progression" of clients' lives, from celebrating births and college planning to experiencing life's challenges alongside them, viewing the role as an "honor" to be a part of their families' journeys.
Long-Term Client Relationships, Financial Planning, Intergenerational Wealth Transfer, Life Transitions and Financial Planning, Emotional Intelligence in Finance
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
AK Mashhoon
Founder / Wealth Advisor
Buena Vista Financial Planning
Cuesta College and Cal Poly, SLO
N/A
Business Management & Admin
Finance (Banking, Fintech, Investing)
Finance
Worked 20+ Hours in School, Transfer Student, Student Athlete, First Generation College Student
Video Highlights
1. Long-term client relationships and witnessing life events: AK highlights the deep satisfaction of working with clients over many years, seeing their families grow, and helping them achieve financial goals like college planning. This demonstrates the personal and rewarding aspects of the career.
2. Significant life impact: The advisor mentions not only positive milestones (births, college savings goals) but also acknowledges difficult moments (deaths, family crises). This underscores the role of a wealth advisor as a trusted partner navigating clients through all of life's phases.
3. Career evolution: AK's response indicates that job satisfaction has grown over 17 years. This highlights that the rewards of the career are not immediate, but develop over time through experience and building relationships with clients. This aspect is important for students thinking about long-term career goals.
Transcript
What do you enjoy most about being in your current role?
This answer has evolved over time. Now that I've been doing this for 17 years, I would say the thing that I enjoy the most is seeing the long-term progression.
I've worked with folks long enough to have seen births, and those same kids that I got the postcard that they were just born, I'm now seeing are going into high school. In some of those cases, we've been working through 529 college planning accounts.
I've been able to tell some of them, "Hey, we don't need to start funding this anymore. You've already saved enough for college." Just having witnessed all of that feels like an honor.
It's like getting to peek into all of these people's private lives and witness these things, like being a part of the family. That's the best part.
It does come with some hard parts too. You see the other side, you see deaths, you see scary things happen to family members. That can be hard, but it is still, in the grand scheme, tied into what I enjoy most about it.