Ian Murray, Cfp®, Cslp® Email and Phone Number
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.
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Financial Planning AssociateSidebar Advisors Jul 2022 - PresentRamsey, New Jersey, United States
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Client Relationship Manager / ParaplannerAmeriprise Financial Services, Llc Jul 2021 - Jul 2022 -
Financial Planning AssistantAmeriprise Financial Services, Inc. Dec 2019 - Jul 2021Cedar Knolls, New Jersey
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Co-FounderCost Cutters Lawn Maintenance Jun 2018 - Jul 2019Andover, New Jersey• 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 • 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 sites Show less
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Coach/LifeguardSports And Swim Jul 2016 - Aug 2017Sparta, New JerseyEstablish a safe and fun environment for the campers
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CarverPerona Farms Jul 2013 - 2016Organized carving table and served up to 150+ guests per event
Ian Murray, Cfp®, Cslp® Education Details
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Graduated
Frequently Asked Questions about Ian Murray, Cfp®, Cslp®
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 the current company?
Ian Murray, Cfp®, Cslp®'s current role is Financial Planning Associate | CFP® | Certified Student Loan Professional®.
What schools did Ian Murray, Cfp®, Cslp® attend?
Ian Murray, Cfp®, Cslp® attended Bloomsburg University Of Pennsylvania.
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