Sameer S. Somal, CFA, CFP® is a speaker, educator, and Chief Financial Officer with Blue Ocean Global Wealth and Blue Ocean Global Technology.

On this episode, Sameer discusses the CFA designation, including the requirements, advantages, resources and career paths it opens up. Hear why Sameer believes there’s never been a greater opportunity to join the profession (one hint: there will be 10,000 U.S. residents retiring every day for the next decade and a half).

Sameer says, “I’m a big believer in trying to go to bed a little bit smarter every day than when you woke up.” The wealth of knowledge shared in this podcast will help you do just that.

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Links to references in this week’s podcast:

Blue Ocean Global Wealth

Blue Ocean Global Technology

The Speed of Trust

How to Win Friends and Influence People

Five Reasons to Start Your Own Firm and Four Steps to Take to Do It

Blue Ocean Strategy



Society of FSP

Kaplan Schweser