Can anyone recommend a good financial planner/advisor?

like
Posting as :
works at
You are currently posting as works at

I work with someone who I think is amazing. As a former advisor myself (before law school), I know they can seem like a dime a dozen and hard to find a good one. The person I use is really personal with his service, cares, and I trust unconditionally. If you want his info, happy to share if you DM me.

Happy to chat even if it’s just for you to understand the industry. For one, I would make sure you work with one affiliated with a RIA so they’re held to a fiduciary standard.

Related Posts

Wohooo if you kept it for 3 more days you could have made 35k !!!! Wohooo !!!

Post Photo
likefunny

Looking for a panty dropper used car for around 40k. What would you suggest? Considering a wide range of options from x5 to F type

like

What does your NW breakdown look like ? In my case it is as follows
Home equity: 15%
Investments Stocks/ETFs : 25%
Retirement account: 30 %
Cash: 30%

like

Any suggestions for books to read about any guide for buying house in Canada or on real estate in Canada ?

Thanks

like

Decided to payoff my mortgage.

like

Hey Folks ,

Can you help me understand the PF deductions in Coforge CTC, Is it just the employers contribution ? And employees share will be deducted from Gross Monthly Salary?
Also about LTA , Can i opt out of it and get it as taxable amount?

Thanks in Advance 🙂

like

How bad is this trade war going to be?

like

Is anyone else pissed that our hard earned money wasn’t lost today, it was STOLEN by CORRUPT GREEDY HEDGE FUNDS

Anyways, not giving them the satisfaction. Gonna keep holding. Actually just bought the dips today for AMC BB NOK. Will keep holding for years if I have to because stocks eventually go UP📈📈📈 and ain’t no paper handed simp.

That is all
Obligatory🚀🚀🚀

like

How do people feel about VGAC going for the 23 and me merger? Shares are about $10 now and I’m thinking I might buy in and see where it goes. Thoughts?

like

How do they verify your health status when getting life insurance online?

Post Photo
likefunny

Is stock market surging tomorrow?

like

What’s the best way to maximize having both the chase freedom unlimited and sapphire preferred?

For context, I’ve had the unlimited for 2 years and just opened the preferred because of the bonus offer. I will hit the $4k spending target, but after that, what’s the best way to use these two in tandem, given the unlimited rewards are all around much better.

like

Anyone else into Bank Bonus churning?

like

What are the best investment books or authors for beginners? What are the best podcasts, YouTube channels or bloggers to follow? What are your favorite stock trading platforms? And if you finally have six figures cash ready to invest, what's the best place to start? Which broker / financial advisor would you recommend? This is only for 3-5 years to ultimately buy a decent home for my family.

I'm clearly a dummy so any help is greatly appreciated.

like

Does anyone have any experience with B2B buy now pay later? While I understand number of SMEs and volume of online transactions are important drivers, keen to hear different perspectives incase I’ve missed anything vital.

like

I’ve been in and out of GME puts making money on the rise in price. Yesterday bought contracts for Mar exp at strike price $6 - made over 1k today. Entry price was .22 per contract. There are a lot of different ways to profit from the meme stocks. Trade your plan.

like

Mt Gox bitcoin liquidation: Influencer hype or actual likely source of downward price pressure in the next month?

like

Anyone invested with QQQM or QQQJ? Thinking about splitting a chunk between both.

like

Is it safe to buy new home now with high interest rates ,high home prices and recession in near future?

likefunny

Are y’all waiting to do a mega backdoor Roth to see what they do about build back better this year or just moving forward with it?

like

More Posts

How many how of you think BDO should also rollout Mobile purchase policy like Deloitte and PWC is giving 35k to purchase mobile for office use?

like

Anyone who has made the shift from a regular toothbrush to an electric? What were your reasons? Also do you think an electric is much better from an overall oral hygiene perspective?

like

I work in quant and rely on our company’s database for everydays task, but couldn’t get any support from the company’s tech/data team. It’s been such a struggle. Everyday im fighting with red tapes and firewalls. :(

How is the BU Data in LTI , in terms of wlb and projects . Do we get 100%variable as mentioned. When will be the variable received if I join by Dec 2022 @

like

Larsen & Toubro Infotech How Many Days before we get onbaording email from Larsen & Toubro Infotech.

Not received yet, worried!!!@LTI

likehelpful
like

just hit 1 year of sobriety. only went to one AA meeting my 1st week of getting clean, but tired of strong-arming it and feeling the need for community lately - good meetings in downtown nyc or bk?

like

Thoughts on CSIQ? It is sitting near all time highs but has not jumped like crazy from pre-pandemic. It’s at a 25% premium. It has solid fundamentals. It may be a solid option after it hits the 50 day SMA.

like

Wondering how electric vehicles are going to change the teamster business and it's kind of got me worried. We are going to need a LOT of charging stations and I just can't see it happening

like

Hi Fishes,

I am currently looking for a job change in backoffice. I have 6.8 years of experience in BPO.
Preffered location is Pune, Maharashtra.

Please let me know if there are any openings for me.

Thanks!

like

Hi.. I have received an offer from a consultancy stating for 3 months i will be on their payrol as infosys as client and after 3 months i will be moved to Infosys payrol with permanent wfh. I have other offers with wipro amd capgmni both with same package. Please help me if i can trust the consultancy and go for infosys option

like

What is system integration senior specialist designation in NTT data?
Is it lead or like senior software Engineer?
I have filled the online application form and how long does it take for offer letter?

In hand plz
Urgent

Post Photo
like

Anyone from Canada? I’m considering moving but I don’t know what the salaries are like.

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

I am currently getting interviewed in Oracle. I have been told that there will be 4 rounds and 1 SG round. what does the SG mean?

like

Anyone have any idea what a senior strategy consultant at HSBC pays? I’ve had a browse through glassdoor but would be good if there’s someone that has received an offer etc to give a more accurate idea. TIA

like

Anyone are Oliver Wyman in London? Saw a role that I might be a good fit for. Would love to learn more about the office and potentially get a referral. Also, do they sponsor visas in London?Oliver Wyman Oliver Wyman

like

I feel like I’ve been neglecting this bowl. 😔 I’ve been doing keto with 16/8 intermittent fasting for the past month. By the time it hits my eating window, I’m starving and I don’t have time to make instagrammable meals. Like the one below 😄: Eggs and breakfast sausage with Spanish and Buttered cauliflower rice, and a salad. Not very exciting, I know. But what’s exciting is I dropped 15lbs!!! 😁

Post Photo
like

Additional Posts in Los Angeles Big Law

Sixth year lit associate looking to lateral in LA. I followed a partner to my current firm when my old firms LA office dissolved, but it is not a good fit. Anyone know of big law firms here that are hiring mid/senior level associates?

like

Favorite office chair?

like

Are there firms in LA that are known to have good work cultures? Thinking about moving to LA from NY.

Obligatory financial info post. 1) size of firm, 2) billable requirements, 3) salary, 4) bonus, 5) quality of life, 6) debt, and and 7) family/married/single. Go!

like

Thoughts of taking a position at a small firm who practices Applicant side WC...good/bad time to take this position?

COVID-19... Curious what LA BigLaw thinks about the possibility of Diploma Privilege or a postponed bar exam here in CA? NY decided to postpone despite significant potential consequences (see thread)

Anyone have recommendations for therapists in the LA area who have experience working with folks in big law or lawyers generally? My level of anxiety has gone through the roof over the last year and think I’ll benefit from some talk therapy to work through all my stress. Thanks!

like

Any insight on Sidley Century City?

What’s Wilson Sonsini LA like for their corp group? :)

Has anyone newly moved to LA from outside of CA? What is your practice area and did you take the CA bar before or after you moved (what would you recommend doing)?

like

Just saw that DWT in LA has an opening for a junior commercial lit associate position. Anyone know salary for a 2nd year? I had a good call with them before they had any junior positions open. Following up now. Tips/recs/advice welcome. Big move coming from ID

like

Is it possible to lateral from NY big law to LA as a first year?

Any insight into hours/culture at WilmerHale in LA? specifically in lit.

like

Are firm offices in LA closed due to COVID? Or are associates able to voluntarily go in?

Transferring to the century city office of my firm. Would really appreciate neighborhood recs!

likesmart

Help! New to biglaw in LA and wondering if it is the norm to gift $100 per class year to secretaries at the end of the calendar year.

likehelpfulfunny

Thoughts on Dentons? (I.e. pay, culture, perks, etc.)

like

Century city > Downtown

like

Anyone know of labor & employment boutique firms in LA with a good work culture (I currently work for an AM Law 100 L&E specialty firm in SF and looking to move to LA but somewhere where I can still have some semblance of a life)

like

Anyone's firm hiring in LA?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal