Pocock Financial Services

Earlier this morning, Career Counselors, Heidi Vogeler and McKenzie Lawyer Davies visited with Kathy Gustafson, BYU Alumna and Financial Advisor with Pocock Financial Services in Fairfax, Virginia.

As part of their outreach, Heidi and McKenzie sought information and advice from Kathy to help students, recent gradates, and experienced alumni. Here are some highlights of their visit: 

• Pocock Financial is a full-service family-run financial planning firm that emphasizes the importance of relationships (clients often become good friends)
• Kathy and her team are registered and in and work with clients from 14 states
• Pocock provides services such as advice on investments, assets, and personal finances (including retirement) and hopes to help clients become good money managers--it doesn't matter how much money you make, just how you manage it  
• While Pocock financial does not have a formal internship program because the need hasn't surfaced, they're not opposed to it; if they did they would look for good social and organizational skills, experience in event planning, good aptitude for the industry, and interest in the field

Career Tips for BYU Students

Kathy offered some advice for students leaving BYU and entering the workforce. She said make sure you do something you enjoy doing.

Kathy also emphasized the importance of finishing commitments and taking your professional pursuits seriously; be punctual, hard-working, and professional.

As a student, Kathy encourages students to learn all that you can learn, there is more than one way to be successful.

Finally, as parting financial trivia, Kathy told us two interesting facts about those that are generally financially successful: first, they stayed out of credit card debt, and second, they invested in real estate.

About Pocock Financial Services

Pocock Financial is an independent financial advisory firm that has been serving clients since 1989. We provide unbiased, professional, financial advice. Pocock Financial understands the financial challenges you face, such as providing for a family, preparing for retirement, and positioning assets for financial success.

We understand the difference between investor behavior and investment performance. You can too.

You work hard – so should your investments. Plan now, so you can invest in your future, and achieve your goals.

PLAN. INVEST. ACHIEVE.

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For more information or to connect with Kathy Gustafson, contact BYU Career Services via our website or call us at (801) 422-6535.