Many of the Top 40 Advisors Under 40 can trace their success back to an early start. But it would be tough to beat Levi Nagel, who discovered his passion for investing when he started trading commodities in his father's brokerage account at the age of eight.
Shifting his skill set allowed Pastolove to provide services like philanthropic work, high-end accounting, tax, trust and estate work. As a result, his practice "became much more focused on clients, their families and their businesses," he says.
All young advisors can relate to the difficulties of starting out, but what separates top advisors is that they have been able to overcome the second major challenge to their career, the plateau, says this year's #1 top advisor under 40.