“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation
“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation

“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation

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21 min
Business & Finance
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<p>In Episode #10 of NAPFA Nation, <a href= "https://www.arborfinancial.com/our-team/" target="_blank" rel= "noopener">Irfan Bhabhrawala</a>, Owner and Lead Financial Planner at <a href="http://www.arborfinancial.com/" target="_blank" rel="noopener">Arbor Financial</a>, talks with podcast host <a href="http://www.marieswift.com/" target="_blank" rel= "noopener">Marie Swift</a> about his career transitions – from a university setting to technology and consulting roles, plus real estate investments, to ultimately becoming the owner of a fee-only financial planning firm based in Ann Arbor, Michigan.</p> <p>Bhabhrawala is proud to be part of the fiduciary movement in financial planning, which prioritizes giving honest advice with minimal conflicts of interest. He shares:</p> <ul> <li>Why he decided to leave lucrative career endeavors in other fields to become a commission-free, retainer-based, tax-focused, comprehensive financial advisor   </li> <li>How he used his transferable skills in his now chosen field of holistic financial planning and investment management</li> <li>How he became the owner of the financial planning business versus just staying on with a financial planning firm in a more traditional, salaried role</li> </ul> <p><strong>In a nutshell:</strong></p> <ul> <li>Bhabhrawala has been involved in financial planning for over 20 years and is passionate about understanding each client's unique situation. He joined Arbor Financial in 2014 and purchased the business in 2015. Prior to that, he had experience in mechanical engineering, real estate investment, management consulting, and university administration. The seed for his interest in financial planning was planted when he helped his parents with their finances and struggled to find a professional who aligned with his values of fee-only advice without commissions. He became interested in financial planning as a hobby and eventually took over Arbor Financial.     </li> <li>He is an active member of ACP (<a href="http://acplanners.org/" target="_blank" rel

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FaithNorth

FaithNorth

“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation - Listen Free | WowFM