Financial Planning Associate
Current
Jul 2022 - Present
AeroLeads people directory · profile
Ian Murray, Cfp®, Cslp® Email & Phone Number
Financial Planning Associate | CFP® | Certified Student Loan Professional®
at
SideBar Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Associate | CFP® | Certified Student Loan Professional®
Location
Ramsey, New Jersey, United States
Who is Ian Murray, Cfp®, Cslp®? Overview
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Quick answer
Ian Murray, Cfp®, Cslp® is listed as Financial Planning Associate | CFP® | Certified Student Loan Professional® at SideBar Advisors, based in Ramsey, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Ian Murray, Cfp®, Cslp®.
Ian Murray, Cfp®, Cslp® previously worked as Financial Planning Associate at Sidebar Advisors and Client Relationship Manager / Paraplanner at Ameriprise Financial Services, Llc. Ian Murray, Cfp®, Cslp® holds B.S.B.A., Finance / Real Estate Finance, Graduated from Bloomsburg University Of Pennsylvania.
Company email context
Email format at SideBar Advisors
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SideBar Advisors
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Profile bio
About Ian Murray, Cfp®, Cslp®
At SideBar Advisors we focus on financial planning for attorneys, but I am open to working with anyone that needs help. A common misconception when deciding whether or not to work with a financial planner is that you must have an abundance of cash or investments. Not true! My job is to help individuals "figure out" their finances, whether that means getting a handle on their budget, saving for retirement, plan for a child's education, investment management, insurance planning, or developing a strategy for paying back their student loans. Since becoming a Certified Student Loan Professional®, I have found it extremely rewarding to help individuals navigate the burden of student loan debt. Regardless of your situation, I'm here to help!Investment Advisory Services are offered through Mariner Platform Solutions, LLC, a Registered Investment Adviser.
Current workplace
Ian Murray, Cfp®, Cslp®'s current company
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6 roles
Ian Murray, Cfp®, Cslp® work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager / Paraplanner
Jul 2021 - Jul 2022
Financial Planning Assistant
Dec 2019 - Jul 2021
Co-Founder
Cost Cutters Lawn Maintenance
- Create & post various advertisements, increasing customer acquisition by utilizing Facebook, Craig’s List and multiple social media sites
- Direct communication with prospective clients, regarding specifications of landscape projects
- Personally meet with clients, discussing logistics & timeline of work
- Prepare written estimates including details of each job, materials used, and required hours of work
- Facilitate deliveries of mulch and various other materials directly to job… Show more
- Facilitate deliveries of mulch and various other materials directly to job sites Show less
Jun 2018 - Jul 2019
Coach/Lifeguard
Sports And Swim
Establish a safe and fun environment for the campers
Jul 2016 - Aug 2017
Jul 2013 - 2016
1 education record
Ian Murray, Cfp®, Cslp® education
FAQ
Frequently asked questions about Ian Murray, Cfp®, Cslp®
Quick answers generated from the profile data available on this page.
What company does Ian Murray, Cfp®, Cslp® work for?
Ian Murray, Cfp®, Cslp® works for SideBar Advisors.
What is Ian Murray, Cfp®, Cslp®'s role at SideBar Advisors?
Ian Murray, Cfp®, Cslp® is listed as Financial Planning Associate | CFP® | Certified Student Loan Professional® at SideBar Advisors.
Where is Ian Murray, Cfp®, Cslp® based?
Ian Murray, Cfp®, Cslp® is based in Ramsey, New Jersey, United States while working with SideBar Advisors.
What companies has Ian Murray, Cfp®, Cslp® worked for?
Ian Murray, Cfp®, Cslp® has worked for Sidebar Advisors, Ameriprise Financial Services, Llc, Ameriprise Financial Services, Inc., Cost Cutters Lawn Maintenance, and Sports And Swim.
How can I contact Ian Murray, Cfp®, Cslp®?
You can use AeroLeads to view verified contact signals for Ian Murray, Cfp®, Cslp® at SideBar Advisors, including work email, phone, and LinkedIn data when available.
What schools did Ian Murray, Cfp®, Cslp® attend?
Ian Murray, Cfp®, Cslp® holds B.S.B.A., Finance / Real Estate Finance, Graduated from Bloomsburg University Of Pennsylvania.
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