Our Story
While finishing college I became overburdened with too much free time. Instead of investing all this time in Fortnite (I definitely still put a lot of time here), I decided to learn a new skill. So, I began studying for an investment management exam called the series 65 exam.
I have a habit of going to coffee shops to study or work. COVID shut down all of my local coffee shops so I built the one you see below.
I considered not adding this here, but I will because my story is evidence of how quickly you can change your moonshot. In 2020 I graduated from California State University, Fullerton with a B.S. in Kinesiology. Yes, I thought I was going to become an occupational therapist...
I was beginning to build a reputation as the investment guy among my friends. To answer their questions and to provide education to everyone who wanted it I started a blog and newsletter called Brighter Days Investing.
The website is still live go check it out!
This was my first introduction to the industry. Many great relationships were built here, but the main thing I realized is that I didn't want to do planning the way they did planning.
Potentially one of my proudest accomplishments in my career. This was a 7-hour exam that took 1 year of education and 3-months of preparation. I wouldn't be able to pass this without the help of my family, dedication, and meditation to keep me focused.
The urge to start my business grew stronger and stronger until about September of 2023 when I started to plan my next steps. By November I was set to launch our firm despite the opposing advice I received.
After a long weekend at an industry conference, I became inspired by some words spoken by Joe Duran when he said "It's embarrassing how much creativity our industry lacks." As I sat with this thought I soon realized Brighter Days Planning was becoming just another one of those. When I think about what we're building now I can't help but think "this is going to be a moonshot." A community of individuals getting together to plan and help each other with their finances in a professional setting is a moonshot in this industry.
You've heard our story, it's now time for the world to hear yours.