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Fellow lady 🐠🐟🐡, do you have a certified financial planner you trust? I'm looking for one in the DC metro region and don't know where to start!

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I don't want to waist my time looking into ones that aren't worth it and heard "word of mouth" is the best avenue. I want to make sure I'm making strategic investments in my retirement and with some rainy day money I have saved. Unfortunately, no one in my immediate network uses one. 🤷 Happy to have a private convo in DMs!

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I have used the Cammiso Group with Merrill Lynch. They’re based in Tyson’s Corner, and Marty Cammiso is great. Very responsive to questions and planning. I think they’re women owned, too.

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Are you overall solvent with cash savings and looking to make more investments, or do you need someone to help you pay off debt and plan long term? I'm the former and freaked by Independence, so no recs there, but I have friends in Dc with more of the latter who I could ask!

EY1, I'm the former, no real debts (one year left on a 0% interest car loan). I have decent cash savings where I'd like to invest about 60% of it and also want to learn about retirement strategy. I invest with my company, but am I doing so in the most strategic way? What tolerable risks am I not aware of or taking, etc. (I know people have different risk tolerances)? In what ways can I be better financially planning for future big purchases?

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Try Posting on the “Personal Investment Chatter" group; you may find good leads. And please share with us if you so 😇

I looked at it and realized I didn’t need one after all.

I have a great one who is based in NYC, but has clients all over the country. He also runs a lot of workshops geared toward helping professional women manage their money better. I trust him completely (have known him for over 20 years). DM me if you'd like a refereal.

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