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!
Anyone have a great CFP that works with folks remotely (I.e., via Skype or FaceTime) or in Boston? Looking to learn about the unknown, e.g., tax loss harvesting, 529s and other similar vehicles, etc
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
Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)
has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?
Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.
I'm CFP & RIA with 12 yrs experience. My wife and I are planning to relocate from the Big City to a suburb, pop: 75,000. My goal is to open an office there and grow my book to the next level. Advice?
Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.
How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?
Help! What's the best online CFP course?
*** CFP Prep Materials *** Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.
Open to exploring my options for going indep. 8 year vet at EJ w/$150m AUM ($90m fee-based), & a CFP. Not unhappy @ EJ but not able to be a true planner. How do I compare all the options?
Fellow young female FAs— How are you making it in the industry? I am getting burnt out from people not taking me seriously no matter what I do. You’d think being a CFP candidate, dressing professionally, and knowing my stuff would get me there but it doesnt. [more in comments]
13 years experience and no college education. Best way to go about earning my BA and taking the CFP?
I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.
6 week cram sesh for CFP. Any recommendations?
Current profile - Associate at tier 2 looking for thoughts 1. Google - l4 - 220k, strategy and ops. Pros :WLB, brand name, culture, diversity, mobility, visible role, driven team cons: not so sure if work is really interesting, Junior on hierarchy. 2.fortune 5 -mgr - 250k Pros: high high visibility (team reports into ceo and board), very interestin work, highgrowth,apparently good exits, very small team currently growing though Cons: lack of culture, diversity, 12 hour days, lack of mobility
Consulting lesson #123- The year you are up for promotion is always the year with the stiffest competition
Want to learn lawn tennis. Any recommendations for good tennis lessons in NYC (preferably close to East Village)
My father wants to buy us a second car as a gift in anticipation of the birth of our child. Anyone have any recommendations? We currently have a Subaru Forester. Have two dogs, two humans, and expecting a third human. Like road trips, etc.
Is it normal for contract attorneys to have the same billable requirements but half the compensation, or does the lower salary come with lower reqs?
I am currently studying at CSUEB (NorCal), and had some internship experience. I try to look for that values work life balance and values staffs at all ages. Unlike young folks fresh out of college, I am almost 40 and this is my second degree (switched my career path). The firm I interned with have full of young folks and I felt like a bit left out. Any suggestions for a cpa firm that is family oriented, value staffs, and relatively has variety of staffs coming from different background? Thanks
Our office isn't mandating people to come in until next year. But I went in and ended up staying until 11pm. Can I request reimbursement for a ride back home? Not sure if I can because the firm hasn't told us we must come in...
Working with a few firms (V25-50) on a potential lateral to income partner. Any thoughts on salary range? Am I safe to assume it is (perhaps significantly) higher than a 2013 associate since I am quite a bit older? It’s hard to gauge a target range to negotiate.
I've been saving up money and have been thinking about taking some time off this summer and traveling. I'm afraid I'm gonna have a really hard time finding a job when I come back. Thoughts?
What websites do you use to apply to jobs and what’s been the most efficient in getting contacted for an interview?
Anyone know the salary range for an SC with a TS clearance and couple years experience on digital implementation? Looking at Big 4+ ACN
any good book recommendations on product management? and just any good books you have read recently!
Does LGA actually close to departing and incoming flights after midnight? I’m delayed out of ORD flying Delta and the scheduled arrival time is 1:08 am. 😬
Has anyone experiences with EY Parthenon (preferably in Germany)? Got contacted regarding a possible role.
My students eventually get bored and restless when it comes to a classroom routine esp towards the end of the year. How can I keep things interesting but also consistent?
Good Trouble: which subjects or lessons might be contentious in your community, but that you feel a moral or professional obligation to address, even if they are not mentioned by name in the curriculum? Do you already teach some of these? What would you add? Which would you eliminate? I am assuming a Middle School or higher population of students.
Hey y’all, what’s Tax senior 1 in Big 4 compensation look like in the Southeast? Looking to come back home from a high COL northeast. Mainly looking at Charlotte, NC. Responses are much appreciated 😊
For pre-MBA associates going into PE from consulting, how often are offers extended past the 2 year mark? I’m worried that if I switch over I’ll be losing out on job security.
I just realized I’m at that age where I could expand my husband search to include the ages where Partners exist... 34+. It’s interesting bc I also still feel like a kid sometimes sooo what is life really 🤪
I’m a woman in my mid 20s and constantly face situations where people outside of cyber (still within the company) that I’m dealing with (older men in particular) who always push back against my cyber/technical recommendations even with managers cc’d. I studied, earned certs, and worked hard to get to where I am. Is it bc of my gender and age? In all honesty, I’ve written recommendations that male counterparts voiced in the past that had ZERO pushbacks.
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