Any advice on how to find a CFP? Or any suggestions in the DC area? Parents are thinking about retiring soon and need more advice/guidance than I feel comfortable giving

17 years in 850 in production 12 years to go. Never lost a client in a cfp conversation. I make educating myself a priority. Any reason whatsoever I should put myself through the cfp process?

I am a CPA with 19 years of audit and corporate experience. I’m tired of month end and was thinking of exploring a CFP. Has anyone else ever made this transition? Any advice?

Can anyone provide insight on comp for a Financial Planning Associate with Vanguard in DFW? Hold my series 7/63 and towards the end of my CFP

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

CFP designation even though not a fee base planner. Do you see any conflicts of interest/ misleading? Should a CFP be required to be a fee based planner?

What’s the best way to make the jump from trust administrator to wealth strategist? I’m an attorney and trust administrator but I don’t have enough experience on the planning side, dealing with life insurance and business succession planning to get a decent paying wealth strategist job. What certifications would be best to bridge that gap? CTFA, CFP, CWS? Bring a lawyer, I always poopoo-ed things like CWS that seemed salesy and like something that only matters to Cannon.

Was previously working as an advisor growing a nice book and left to move 18hrs away to be close to family. I was pregnant and desperate to take what would move us and now I’m a planner working for FAs and I’m making $130k. Was fine at first while I got thru pregnancy but now I’m not happy & regret accepting the job and pay. I’m supporting others who are making 3-4times my salary. I have 10 yrs experience and CFP, often more than FAs I’m helping. Ask for more $$ or start over being an FA?

Best study guide for CFP?

Hi ladies,

I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition options including partnership.
I posted this on the succession page, but I am really interested in purchasing a woman-owned practice (being a woman myself and acquiring my mother’s practice in the 90’s). If anyone is interested or know anyone who is, please pass this along! Thank you.

Hey everyone,

I'm currently looking for entry level opportunities in advisory. I'm fully licensed (SIE/7/63/65) and ready to start my CFP as soon as it's affordable or sponsored. I'm struggling to find opportunities that don't have a large emphasis on insurance sales. Anyone have any recommendations or opportunities?

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

I was invited to an event hosted by an insurance group. One of the three principals is a cfp but is not registered as a rr or iar. Does the cfp board let this happen?

The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Can anyone provide any insight on getting into IB or PE? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Are there any good finance jobs out there? I currently make 74k in Florida as a cfp and would like to make closer to 150 toe 200k but I do not know how to go about achieving this.

CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

How do you feel about the guilty verdict in the RaDonda Vaught case? It seems she made a genuine mistake. I understand it cost someone their life, which is very unfortunate, but homicide?

Please help. Introvert trying to look for opportunities to socialize post-covid.

Not a big firm, I know. But does anybody have insight in Cowan Debaets?

How much detail do you put in LinkedIn. Just company/title or details about each role similar to actual resume?

Anyone else feel like they are terrible at their job and being a terrible mom for working long hours even if the kids are in the next room?

Anyone work at Highwire? What do you love about it? How's the work life balance? Looking to make a change and have an opportunity to apply there, but want to know a little more before I take the leap...

This question might anger some, but not meant to be provoking. Does anyone else feel that half the jobs in tech (scrum master, project manager, product manager, etc.) are more hindering than helpful? I feel like productivity would sky rocket if we didn’t have 10+ hours a week added of admin work/agile ceremonies/status meetings, and you just let developers and analysts do their job. Why are we spending hours learning how to estimate story points (for example) rather than improving production?

May be a stupid question. Buy does the 5 year Roth IRA withdrawal rule apply to each IRA account I have or it start counting sole when the contribution was made?

My confession is that I only worked two hours the entire last week.

What are the pros and cons of going to a PR shop?

How do you come a Real Estate agent in Virginia. Can you just go to any school?

Is it an Asian mom thing to be obsessed with her golden boy son who can do no wrong, while being weary, critical and endlessly disappointed of her daughter?
Is this a mom thing? A first generation thing? An Asian thing? Do non-Asian moms behave like this?
I'm so exhausted by this, that I've started to expect it as the truth and am now I'm simply more curious as to how this comes to be.

How do I know if my spouse is sexually attracted to me still?

I’m struggling. I left an agency I liked last year due to growth limitations and since then I’ve worked at 2 different agencies and can’t seem to find my footing. The first one seemed like a good fit at first but then it turned out to not be the best place for me so I left. At my current agency I feel super undervalued. I’m always raising my hand and offering to help where I can and no matter what I do, I don’t feel utilized or valued or part of the team.It’s really taken a toll on my confidence

How is your Monday going?

Should you negotiate a raise if it’s not as much as you’re looking for? How do you do this without looking like an ungrateful asshole?

How have you dealt with an extremely rude client?

I’m 23, what can I do now that may help me on on my FIRE journey? I have a 401k setup, Roth IRA, and am using a robo advisor. I make consistent fairly decent contributions to my investments. I’d like to find a side hustle but feel like I’m too busy to manage a whole side hustle. Looking for any FIRE tips for a young Person

I save: $1,900 in taxable brokerage, $276 in HSA, and $3,091 in 401k. How much are you saving and how much do you think the avg person is saving not on a FIRE journey?

When you calculate net worth do you include the FMV of your house or just your equity in the house (FMV minus outstanding loans)?

Do you count your pension as part of your net worth?

Without considering a multitude of other factors what salary levels should one be contributing to a roth 401k vs. a traditional 401k? The 12% marginal rate for single filers up to ~$40,000 looks likes a good tipping point. So if you gross $56k less HSA contribution and standard deduction that puts you there. Any pushback on that threshold?

How much house can I afford? 280k household income. Los Angeles - Westside

Do people here consider having children and what it means for financial planning?

I have $160K in retirement accounts (maxing backdoor Roth IRA and Trad 401K each year), $120K in cash/CDs/investments. What else would you recommend for FIRE by 45-50? I’m 25 now, make 200K/year, and would like kids at some point.

Filed my taxes and expecting a fat deposit from California. Lesson: Moving to a no-tax state was a very tactical way to save! (getting ~ 8% of my yearly income back)

Anyone else comfortable with 100% stocks? I’m 40 and almost all my investments is total market index funds, no bonds.

What’s % of your gross income are you putting into savings/ investments?

I’m making 100k working fully remote living in my parents basement with no expenses. It’s been a blessing to supercharge my savings the last two years but I’m desperate to get out and do something different. What do I do?

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

For all you budget-conscious jet setter 🐠, what site do you all use to track historical flight prices? I’m trying to book a 2 month trip abroad and trying to figure if I should pull the trigger now or wait for prices to potentially drop—but to do that I need to know how much prices were historically for the same period. Any insight would bd appreciated!

I’m bad at basic math. Can someone explain to me how much I need to invest in order to purely live off of the dividends for the rest of my life? Suppose I need 50k a year.

If you were trying to buy a home in the next 1.5 years and need to save up as much as you can for a large(r) down payment, would you skip a year of funding next year’s 529 plans for your two kids (total of ~$64k)? NYC suburb market if that matters.

I am an idiot when it comes to investing :(
I do however have 100k in savings I don’t plan on using for the next 10 years. What would you do in my shoes?

I have about 100k GBP in foreign bank account (earnings from when I worked there) and looking to do something with it. Exchange rates are not great at the moment and don't know enough about investing remotely. Any suggestions?

Those with a multi family investment property and a full-time job, is it return / effort worth it or am I just better off buying a S&P 500 index fund?

When is a property too old to be worth renting out, given the potential hassle and unexpected expenses?