Season 4 Episode 34 - Day in the Life of CFP Exam Taker ft. Anabel Diaz, CFP®, MSFP
About our guest…
Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University.
She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Council.
What we talked about…
🎙️Why she chose the CFP of all the available designations
🎙️What she did to prepare for exam including the education provider she used and how long it took her to prepare
🎙️How she felt about her failed 1st attempt at the exam and what she learned from it.
🎙️What it was like on the exam day and her strategy for tackling questions.
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