Does anyone know of a good CPA and or CFP in silicon beach?

In your experience, how helpful has a CFP been? Any CFP recommendations in the city?

Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

Interested in taking ChFC exam (due to timing, then will roll into CFP
What are your recommendations for material? Any course better than the other? I studied Kaplan for series 7, and it was ok, but I’m open to other programs as well.

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Best study guide for CFP?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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.

Please debate: college football is less fun now that the top 3 spots each year in the CFP are Bama, Clemson & Ohio state with the 4th seemingly open to Georgia, ND, Oklahoma? If you agree, what would mix it up?

At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

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.

Anyone have a pdf ebook for CFP Prep material they would not mind sharing?

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Big disrespect to UCF in the CFP poll... Michigan above? Thoughs?

I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

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

My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

For my FAs who are also CPAs (or anyone who knows I guess 😊) - do you know if there is a way to simultaneously get your CPE for the CPA while also preparing for the CFP? Continued in comments...

How to leave nursing while still getting the same high salary without going back to school... Possible?

Deloitters in CA: how many PTO hours can you carry?/at what point do you stop accruing (2 years worth?)

Hi, My current CTC 19.2 YOE 10, skill set .Net, Azure and K8S.

I have got offer from EY with 28.5 fixed + 2.85 Variable.
Also got breakup of 35(33.25 fixed and 1.75 variable) from ATOS.
When I have tried to re negotiate with EY HR to match amount from ATOS. She was saying EY doesn't have that policy of giving counter offer, her personal thought is won't be possible 99%, but she will update later if there is any scope.

Please share your thoughts shoud I wait for EY GDS or go with ATOS.

What's the most ridiculous expense you got away with while traveling?

Does IBM gives target for Client Technical Sales Professionals?

experienced hire consultant from Canada looking to move to UK, sponsorship not required wondering if anywhere is hiring and if you’re willing to chat about the firm. Cont.

Which books would you recommend to a product counel for tech startup about strategy, management, and leadership?

How much approximately does CVS offer now for staff pharmacist in New Jersey?

I am working as a lead consultant for ITC under GIC as a contractor for Adobe. My CTC is 17LPA. Was curious to know how much would ITC be charging to Adobe. Any idea?

Hello! Due to recent leadership changes, signs are pointing to a layoff for my team & me around Christmas/the new year. If you know of any companies looking for folks with HR, Talent strategy, program management, or I/O psychology backgrounds, please comment or DM me. Remote roles for professionals with 8+ years of experience are ideal. Many thanks in advance 🙂

I am married, byt my wife is already covered under an insuance from her company. Can i take her name out and just keep my parents name in order to save the parental premium policy amount. How is this tracked in Novartis??

Which is best in terms of job security Accenture or Verizon?

I recently joined. Just to connect.
Any data scientist working in Pune?
DM

Anyone who has raised a request for base location change before joining IBM and got rejected?

Planning on investing $1000 every month on Vanguard funds/ETFs. Which ones should I be buying and in what ratio?

I was sitting on cash for the market to crash and did not invest last month and now markets are moving up. Shall I wait or enter now? I don’t need this. Ash for next 5 years.

Art lovers - anybody know how much G. Natali paintings are worth? Mutual art auctioned one off in 2011, but I cannot find similar works anywhere. In need of help :)

Bought 44 shares of VOO today, feels good!

Struggling to find a cost efficient way to invest in sp500 from Europe. What are people using? Ie something similar to what Fidelity offers in US.

Looking for some guidance to maximize gains. 401k- 115 K managed by Vanguard robot , Roth IRA - 15.K in FTEC and ONEQ. 55 K cash.
Don’t have immediate need for cash. 29 M

Anyone know what kind of downpayment I’d need to buy a house in Atlanta? Know markets crazy right now but our rent just went up 11% for our apartment lease to renew which has me thinking I need to stop renting probably by beginning of next year . Household income >$100k but currently a good bit of our monthly income is going to education expenses for my wife and I (will=$20k total and is our largest expense outside rent)

🐟🐠Best investment book recommendations (stocks, real estate, fundamental analysis etc.). Any books that will really help me to get smart on investing and stock analysis. Also, best trading platforms?

So what is everyone’s guess on when we will return to all-time highs for the S&P? How far out?

To those of you who invest excess HSA funds, what do you normally buy?

I’m considering just VTI or VOO. Theoretically I won’t need these until retirement related medical expenses. Should I be concerned about unforeseen medical emergencies?

For reference, I just transferred by HSA balance that’s been piling up into a new brokerage account. It’s about $3,000, and I left $200 in my HSA account associate with the debit card. I’m 27 and incur basically no medical expenses.

Stock futures are going to crash 3-4 % lower on Monday. Nasdaq losses will be more mild though. At this point there will be a few winners and a whole lot of losers. 15 days of protests and corona cases plus shift into q2 forecast will lead to at least 10% pullback. Long live AMazon and Apple
Thoughts?

Has anyone been a mortgage lender/loan officer as a side hustle? My lender does it as a side hustle but I don’t feel comfortable asking him the details... wondering how to get into it.

I just graduated and thanks to some scholarships, I have about 25k left over in a 529 plan my parents had been saving for me for college. I’m not thinking of going back to school in the near future - would I be better off leaving it there or taking it out and investing it (but pay 10% penalty plus taxes)?

Hi strangers, tell me what to do with my money 🤠

I’m 22 years old still living with my parents with minimal expenses. I make $65k, maxed out my 401k, have no debt, $30k in an HYSA, and $13k in a brokerage account. When I move out in 6 months or so, I estimate I’ll need $12k in an emergency fund. Should I put everything except that in my brokerage account? I hate that I have so much in the so called “high yield” account only making 0.45%

So I chose an awful week to start DCAing into the market with my savings 😂.... What's the next step? Do I keep DCAing in or do I wait until a bullish trend? Buying etfs, indexes, and a few stock picks to keep a fairly balanced portfolio

Do you consider college savings funds as part of your net worth? I can see why you would but then your net worth would decrease pretty quickly once your kid(s) go to college.

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

Why do stock splits matter? Like it shouldn’t affect the underlying value of the stock right? For example, if the share is worth $1000 and then splits into 2, each share is now $500. How come some stocks are appreciating due to upcoming stock splits?

Anybody find YNAB difficult to use? At the end of my free trial and dont think Ill extend it. I get that it forces you to be deliberate with every $, but its overwhelming. I just need a simple spending overview with limits on categories. Think Mint might be good for that - any thoughts?

Is VTSAX a buy rn? Or should I get a vanguard fund solely focused on the SP500