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Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice. This podcast will help you leverage your military experience and be intentional about each step of your career journey, ultimately helping you build the post-military life and career you want.
  1. All Episodes
  2. 2025
  3. 02

Overcoming Barriers and All the Firsts of Financial Planning with Valerie Rivera

Feb 26, 2025

I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no judgement financial advice for First Gen wealth builders in their 30s and 40s. I invited Valerie on the podcast to help share her story of overcoming lots of barriers including...

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14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon

Feb 5, 2025

I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His...

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