Financial professionals, why did you chose to work in this industry?

Question

Delving into the intricacies of the finance industry, this article sheds light on the multifaceted reasons that draw professionals to this dynamic field. With contributions from seasoned experts, it offers a unique exploration of the passions and practicalities behind career choices in finance. Discover the profound impact these professionals make, from transforming personal finances to revolutionizing global markets.

Jonathan Orze · Answer

I was inspired to join this industry because it offers a unique opportunity for connection and transformation, two things I value deeply. Money plays such a central role in our lives, it influences the choices we make, the opportunities we pursue, and even the security we feel. Yet, I've seen how many people struggle with financial literacy and how daunting it can be to navigate personal finances without the right knowledge or support. That realization motivated me to pursue a career where I could help bridge the gap between confusion and clarity, providing guidance to those who feel overwhelmed or uncertain.
This field offers the perfect combination of challenge and service. It requires constant learning, adaptability, and problem-solving, which keeps me engaged and motivated. At the same time, it allows me to work directly with individuals and families, helping them craft actionable plans that lead to stability, growth, and success. I find immense satisfaction in breaking down complex financial concepts into simple, practical steps that empower people to take control of their futures. Finance isn't just about managing money, it's about enabling people to live their lives with confidence, purpose, and peace of mind.
What keeps me passionate about this work is seeing the transformation that happens when people realize they're capable of achieving their goals. Whether it's helping someone save for their first home, reduce overwhelming debt, or plan for retirement, I witness firsthand how financial guidance can lift a weight off someone's shoulders. There's a tangible sense of relief and empowerment that comes with taking control of your financial life, and being part of that process is incredibly rewarding. Helping someone move from a place of fear or uncertainty to one of clarity and confidence is what drives me every day in this field.

Peter Lai · Answer

My decision to enter finance was driven by a deep desire to help others find empowerment through knowledge. Finances can often feel overwhelming, filled with uncertainty and complexity, and I wanted to make them more approachable and manageable for people. Growing up, I witnessed how a lack of financial understanding could create stress and limit opportunities, and I realized how important it was to bridge that gap. I've always believed that education is the cornerstone of independence, and this industry provides the perfect platform to equip individuals with the tools and insights they need to take control of their futures. It's incredibly rewarding to break down complicated concepts and help people understand how small, intentional steps can lead to significant progress over time.
One of the aspects I truly enjoy about this work is the process of planning. There's something incredibly fulfilling about helping someone take a seemingly insurmountable financial goal and turning it into a structured, achievable path forward. Whether it's planning for retirement, saving for a first home, or paying off debt, the journey from uncertainty to confidence is remarkable. Watching a client transform from feeling overwhelmed to empowered through a plan we've built together is an incredible experience. It's more than just numbers on a page, it's about giving people a sense of security and hope for what lies ahead.
Beyond the technical side, I've found that this work is deeply relational. Building trust with clients is at the heart of everything I do. Finances are inherently personal, and being able to provide guidance during some of the most critical moments in someone's life is a responsibility I take seriously. This career has allowed me to foster meaningful connections while creating positive, lasting change in people's lives. For me, the financial industry isn't just a profession, it's a way to help others unlock their potential and build the futures they deserve.

Brian Chasin · Answer

The financial industry intrigued me because it is both dynamic and deeply personal, offering the rare opportunity to blend technical expertise with human connection. Every person's financial journey is unique, shaped by individual goals, challenges, and circumstances, and I was drawn to the idea of helping people navigate these distinct paths. This field allows me to combine my analytical skills with empathy, crafting tailored solutions that genuinely improve lives. There's something deeply rewarding about helping someone turn financial uncertainty into clarity, and watching their confidence grow as they take control of their future is incredibly fulfilling.
I've always been drawn to roles where I can contribute to long-term growth and stability, and finance provides that opportunity every single day. It's not just about crunching numbers, it's about understanding the bigger picture, uncovering what truly matters to someone, and building strategies that align with their dreams and aspirations. Whether it's guiding someone out of debt, helping them save for their child's education, or supporting them as they secure their first home, the work is inherently impactful. Each success represents a step toward security and peace of mind, and I find great purpose in being part of that journey.
For me, finance is not just about money, it's about building a foundation for hope and opportunity. It's about showing people that they are not defined by their financial challenges, but rather by the steps they take to overcome them. Every day in this industry is a reminder of the resilience of the human spirit and the power of intentional planning. This is what drew me to the field and continues to inspire me to grow, learn, and help others create a brighter, more secure future.

Brandon Stanley · Answer

In my journey as President of Stanley Insurance Group, the decision to join the insurance industry was rooted in my desire to blend family security with financial protection, both of which resonate deeply in a close-knit community like Hilliard, Ohio. Being part of a business that's been family-owned since 1984, I've seen the peace of mind personalized insurance solutions bring to clients facing life's uncertainties. Our innovative programs, like the "Want to Save Bundle," are custom to offer accessible coverage, highlighting the transformative impact that client-focused policies can have on individuals and businesses.
One rewarding aspect is guiding businesses to understand the vital role of commercial insurance in protecting their assets and future. Many come to us unaware of risks, but through personalized advice and thorough education, we enable them to align their coverage with their unique needs. For example, during a consultation, we helped a local business integrate flood insurance into their plan, safeguarding them against potential natural disasters-a proactive step that's now a staple recommendation due to our geographic location.
Working in this industry, I've pursued a client-first approach, ensuring clients not only get comprehensive coverage but also value through direct, personal interactions. This ethos of accessibility and personal touch means clients aren't met with automated systems but with dedicated agents ready to address their needs swiftly and effectively. The ability to impact lives positively in this way reinforces my commitment to the insurance field, where every policy is more than a transaction; it's a promise of security.

Peter Reagan · Answer

What initially drew me into this industry was my passion to understand and analyze market trends. I found economics and finance to be particularly interesting during my education. Within these interests, I explored the different career avenues and found the precious metals sector to be a growing industry and one that deeply interested me. Specifically, combining my knowledge of finance and market economics to better understand investment opportunities and transferring this knowledge to our customers. 
I also have a love for technical data. From a younger age, I have found my greatest strengths to be within analytical and problem-solving skills. At Birch Gold Group, I deeply enjoy making decisions based on data to help the investment strategies of my clients. It is incredibly rewarding and brings new perspectives each day.

Whitney Sorrell, JD, CPA, MBA, LLM · Answer

I chose the tax law industry because of the direct impact I can have on individuals and businesses by solving the complexities of the tax code. Having worked as a Revenue Agent for the IRS, I gained a perspective on audits and tax disputes, which allowed me to develop strategies to protect clients from hefty penalties and to optimize tax savings.
For example, during my time at Sorrell Law Group, I've applied my expertise to save clients over $75 million in taxes. By using innovative tax and estate planning techniques, I help create protective business structures and succession plans that safeguard their assets and future wealth.
My role involves proactive representation, meaning I tackle issues before they escalate. This industry isn't just about minimizing taxes; it's about empowering clients with clear, actionable strategies to secure their financial well-being. It's a rewarding field where legal and financial expertise converge to produce tangible results.

Jeanne Klimowski · Answer

I chose to work in the financial industry because I thrive on solving complex problems and making the results understandable for laypeople. Over the years, I've owned and built several niche financial companies, ranging from managing land-secured municipal bonds, to providing property tax reports for homebuyers, to finally developing engaging financial marketing content. I always enjoy the challenge of taking information that is confusing or complex and communicating it in a way that makes it easy to grasp.

Craig Lewis · Answer

I chose to work in the financial services industry because I saw a massive opportunity in the gig economy to support both businesses and independent contractors efficiently. With my company Gig Wage, I realized we could revolutionize the way payments are handled—offering faster, more flexible payroll solutions custom specifically for gig workers. This was crucial in an industry that often neglected the specific needs of contractors, and it felt empowering to be part of this change.
Before founding Gig Wage, my experience selling over $10 million in payroll technology gave me the confidence and insight into how payroll solutions could be improved. We have real-world evidence from clients. For example, a CFO from a Business Process Outsourcing company mentioned that working with Gig Wage felt like partnering with someone who truly understands their needs, and it freed up their time to focus on growth. This kind of impact is what excites me about being in this space.
We also helped streamline a hospitality staffing company's payment process. Their CFO reported that reducing payment processing time increased their efficiency significantly, allowing them to focus on business expansion rather than administrative tasks. The tangible benefits we bring to companies and the gig workers they employ make financial services an incredibly rewarding industry to be in.

Niclas Schlopsna · Answer

My journey into finance started quite traditionally with a banking apprenticeship at Sparda, but it was my time at N26 that really sparked my passion for the intersection of finance and innovation. Back then, I was fascinated by how fintech was reshaping traditional banking - it wasn't just about crunching numbers anymore, but about creating real change in how people interact with money. Working at N26 opened my eyes to the startup world, and I fell in love with the fast-paced environment and constant innovation. Through my roles at Civey, Deutsche Bahn, and Deloitte, I got to see how financial expertise could transform businesses across different sectors. 
Now at spectup, I combine my financial background with my passion for helping startups succeed. When I see that 38% of startups fail due to cash problems, I know we're in the right industry doing meaningful work. The financial industry isn't just about managing money - it's about enabling dreams, fostering innovation, and helping entrepreneurs build something meaningful. That's why I chose to stay in finance but pivot toward helping startups - it's where I can make the biggest impact.

Sean Smith · Answer

I entered this industry because of its potential to create a lasting impact. Finance is a cornerstone of life, influencing nearly every decision we make, and I wanted to be part of a field where my work could directly shape and improve someone's future. I've always valued principles like community and accountability, and finance provides a unique platform to embody those values every day. It's not just about managing money, it's about empowering people to make informed choices that align with their goals and values. This field allows me to guide individuals through challenges and uncertainties, helping them navigate toward stability and success.
By offering sound advice and actionable strategies, I have the privilege of helping clients achieve clarity and confidence in areas that might otherwise feel overwhelming. Whether it's creating a financial plan, addressing debt, or building savings for a specific milestone, the process is deeply rewarding. There's immense satisfaction in seeing plans come to fruition, knowing I played a role in someone buying their first home, sending a child to college, or retiring comfortably. Each of these moments represents years of planning and trust, and being part of that journey is incredibly fulfilling.
For me, this work is more than a career, it's a responsibility and a commitment to helping others thrive. Finance has the power to transform lives, and I'm inspired by the opportunity to create positive change. Every success story reinforces why I chose this path and reminds me of the value this work brings to others.

Bill Lyons · Answer

As a financial professional in the mortgage and loan industry, I appreciate the opportunity to make a meaningful difference in people's lives. Financial services play a crucial role in helping individuals achieve their goals—whether it's purchasing a home, saving for retirement, or managing risk. I'm drawn to the complexity and problem-solving aspect of finance, where every decision has the potential to shape someone's financial future. Additionally, the dynamic nature of the industry, with constant innovations and challenges, keeps me engaged and motivated to learn and grow. Ultimately, I find fulfillment in helping others navigate their financial journeys and achieve financial security.

David Fritch · Answer

I ventured into the legal and financial industry to make a tangible difference for small business owners by streamlining their operations and boosting their profits. While working with Arthur Andersen in the tax department, I realized how complex corporate environments could stifle growth. This led me to establish Fritch Law Office and a CPA practice, focusing on personalized client engagements where I helped clients work less while earning more.
In my practice, I highlight the necessity of a holistic approach. For example, through Visionary Wealth Creation, I've coached numerous business owners to achieve a healthy work/life balance and grow their revenue by devising custom strategies that combine legal frameworks with financial insights. Estate planning is a key area where my firm shines-our approach involves more than just asset distribution, but also minimizing taxes and ensuring lasting family harmony.
One memorable case involved setting up a complex trust structure that provided for a client's family and ensured his business interests were preserved across generations. By leveraging my legal and investment background, we secured not only financial stability but peace of mind for him and his family. The chance to offer such transformative services is precisely why I continue to thrive in this industry.

Lydia Valberg · Answer

Growing up in a family business like Merchant Payment Services, I witnessed the importance of integrity and genuine relationships in the financial sector. Our approach is grounded in authentic connections and transparency, which are crucial in an industry often plagued by hidden fees and complex terms. We offer a risk-free, month-to-month agreement with no startup charges, emphasizing our unique commitment to trust and service.
One of our standout solutions is the Tap to Pay on iPhone. With it, merchants can accept contactless payments without the need for extra hardware, simplifying the process and maintaining secure and private transactions. This innovation not only reduces operational costs for businesses but also improves customer experience by offering a seamless payment process.
Within our company, the PCI Plus Program is another innovative tool, making PCI compliance a breeze for merchants. It minimizes the administrative burden and provides breach forgiveness up to $100,000, offering peace of mind and significant cost savings. By providing such custom solutions, we empower businesses to focus on growth while ensuring their payment processes are secure and efficient. As the co-owner of Merchant Payment Services, my decision to work in the financial services industry was deeply influenced by the values instilled in me by my father, the founder of MPS. I grew up witnessing how integrity and transparent customer relationships can transform a business, and that's a legacy I aimed to preserve and grow.
I was particularly drawn to the opportunity to innovate while still honoring our core values. One concrete example is the introduction of our Tap to Pay on iPhone offering, which allows businesses to accept contactless payments directly through their iPhone, without the need for additional hardware. This not only simplifies the payment process but also improves security and improves customer experience, demonstrating our commitment to adapting to new technological demands while maintaining transparency in pricing.
Working in this industry allows me to continuously engage with clients in a meaningful way. I've seen how our risk-free, month-to-month agreements with no startup fees create an environment of trust. This approach not only emphasizes our commitment to serving our clients' best interests but also fosters long-term relationships, underscoring the significance of honesty and reliability in financial services.

Why Did You Choose a Profession in the Finance Industry?

Why Did You Choose a Profession in the Finance Industry?

Inspired by Connection and Transformation

Empowering Others Through Financial Knowledge

Blending Technical Expertise with Human Connection

Providing Security Through Personalized Insurance

Analyzing Market Trends and Investment Opportunities

Impacting Lives by Solving Tax Complexities

Simplifying Complex Financial Concepts

Revolutionizing Payments for Gig Workers

Combining Finance with Innovation

Shaping Futures Through Financial Guidance

Making a Difference in Mortgage and Loans

Streamlining Operations for Small Business Owners

Building Trust in Financial Services