By Al Lindsten
Have you ever had a pivotal life moment where the path ahead swiftly changed and new opportunities became clear? My hand is raised over here. What started with a seemingly mundane financial decision my wife and I needed to make turned into an unexpected career change. Here’s what happened.
The Turning Point
After earning my bachelor’s degree in economics from Wheaton College, I started what turned out to be a fulfilling three-decade career with General Electric in operations management and financial analysis. During these years, I completed an MBA in finance and accounting from the Kellogg Graduate School of Management at Northwestern University and graduated from GE’s Financial Management Program.
My wife and I had two children during this time and we knew we needed to fund their future college expenses. The problem was, we had differing opinions on how to do this. We decided to bring in a third party and sought advice from an independent financial planner. I got more than I bargained for out of that conversation! His advice was so helpful and I saw the incredible value his work provided for people. I couldn’t shake the idea that this might be something I wanted to pursue. I already had a financial foundation, with my decades of experience in corporate finance, but I wanted to help people make good financial decisions and find financial success instead of helping a corporation improve their profits. I got right to work, networking with people in the industry and earning the licenses and credentials to provide financial advice, eventually becoming a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner.
Finally, in 2007, I started working full-time as a financial advisor at Shelton Financial Group and I’ve never looked back!
What My Days Look Like Now
Now, I get to spend my time helping business executives and professionals who are approaching retirement prepare for their financial future and pursue their goals and dreams. Whatever challenges they face, we have the tools necessary to help them navigate their decisions. In all I do, I put my clients first, providing sophisticated investment and life planning services that add incredible value to their lives. There’s just nothing more fulfilling than helping my clients find the confidence to look to their future with hope because they know there is a plan in place, a plan that allows them to live the life they desire and do what they want to do.
Now that you know a bit about me, I want to hear your story. What challenges or opportunities do you face? If you are looking for a committed, reliable partner to help you prepare for your future with comprehensive financial planning and investment management, I’d love to chat. Reach out to us at 260-436-7006 or schedule your free 30-minute Fit Call online.
Al Lindsten is a financial advisor at Shelton Financial Group with over 40 years of experience in the finance industry. Al specializes in serving business executives seeking sophisticated investment and life planning as well as other professionals in or approaching retirement. Al came to Shelton Financial Group after a successful career with General Electric Company in operations management and financial analysis. He began his career with GE after graduating from Wheaton College with a B.A. in Economics. While at GE, he completed an MBA in Finance and Accounting from Kellogg Graduate School of Management, Northwestern University, and also graduated from GE’s Financial Management Program (FMP). A passion for personal financial planning led Al to earn his CFP® designation in 2010. He also is Series 7 and 66 registered through USA Financial Securities. Al is licensed for life, accident, and health insurance as well as long-term care. His desire is to help clients pursue their goals and objectives. Outside of work, Al has been involved in Junior Achievement as an instructor, Fort Wayne Community School’s Study Connection, and community projects such as Paint-a-thon and United Way Day of Caring. He also served on the board of Chandler’s Landing neighborhood association and is a member of Brookside Church. Al enjoys tennis, gardening, reading, and spending time with his family. He currently resides in Fort Wayne with his wife, Jan. To learn more about Al, connect with him on LinkedIn.