After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered.

Motivated by her early experiences with money and a desire to make a meaningful impact, she reinvented herself as a Certified Financial Planner, helping others navigate their financial lives with clarity and confidence.

In this episode, Diana Britton speaks with Paula, who’s now president and senior wealth advisor at Marshall Financial, on finding balance, overcoming career transitions, and integrating mindfulness into daily life.

Paula discusses:

The advice her mother gave her when she was young
Her unconventional career path into wealth management
Her biggest challenges in making the career switch
Valuable lessons from childhood about money and independence
The role yoga and mindfulness play in handling career stress
Simple wellness practices advisors can use

Resources:

Listen to The Healthy Advisor on WealthManagement.com
Subscribe and listen to The Healthy Advisor on Apple Podcasts
Subscribe and listen to The Healthy Advisor on Spotify

Connect with WealthManagement.com:

Connect With Paula Nangle:

About Our Guest:

As President of the firm since November 2016, Paula is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says.

That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to financial planning.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor: An Unconventional Path to a More Sustainable Life with Paula Nangle