Sid Misra, Cfp®

Sid Misra, Cfp® Email and Phone Number

Certified Financial Planner™ - I help individuals & couples manage their finances so they can focus on the important things in life @ Beacon Financial Group
Sid Misra, Cfp®'s Location
Warren, New Jersey, United States, United States
Sid Misra, Cfp®'s Contact Details

Sid Misra, Cfp® personal email

n/a
About Sid Misra, Cfp®

“How should I be investing?”“How much do I need to retire?”“Am I doing enough right now to live the life I want in the future?"Figuring out how to secure your future can often times be overwhelming, and many people don’t have the answers or even know how to get started.Through financial planning, I will help you answer these questions, and more. Together, we will prioritize goals, create a plan, and execute it- all with ongoing guidance and support. My job is to work with you at every stage and provide peace of mind for your financial future, whether you are just starting out in your career, looking to start a family, or planning for retirement.Who I work with:✅ Pre-retirees who are gearing up for retirement but are unsure about how to approach this type of planning✅ Career professionals between the ages of 40 – 55 who want to take advantage of their most important asset to building wealth, Time ⏳, My name is Sid Misra, and I am a Certified Financial Planner™ professional registered with LPL Financial who helps individuals, families, and small businesses. My focus is on assessing their current financial standing as well as their goals and coming up with a plan to bridge that gap.My LinkedIn content centers around financial literacy and education. I want to empower as many people as I can to take control of their financial futures and their lives.Please follow my hashtag #MPoweredFinance for more valuable content!My website: https://www.sidmisra.net/Licenses/Designations- Series 7, 65, and 63 registered through LPL Financial.- CFP® certificationCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. . www.finra.org, www.sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit http://www.beaconfinancialgroup.net/

Sid Misra, Cfp®'s Current Company Details
Beacon Financial Group

Beacon Financial Group

View
Certified Financial Planner™ - I help individuals & couples manage their finances so they can focus on the important things in life
Sid Misra, Cfp® Work Experience Details
  • Beacon Financial Group
    Lpl Financial Advisor
    Beacon Financial Group Jan 2019 - Present
    Warren, Nj, Us
    I am passionate about helping people achieve their financial goals so they can live their ideal life. As a Certified Financial Planner™ professional, my are of focus is on 1. Helping you prioritize your goals2. Understanding your current financial standing3. Bridging the gap in between4. Making sure it lasts for you and your spouse's life.I also love financial literacy and believe it is important for everyone to have an understanding of how the system works, which we are all part of. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. . www.finra.org, www.sipc.orgThird-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am/we are registered to do business, please visit http://www.beaconfinancialgroup.net/
  • Beacon Financial Group
    Associate
    Beacon Financial Group Sep 2017 - Jan 2019
    Warren, Nj, Us
  • Axa Equitable Life Insurance Company
    Regional Sales Associate
    Axa Equitable Life Insurance Company Apr 2013 - May 2017
    Working as an independent advisor appealed to me which is why I joined my father as an independent financial advisor.
  • Exl Service
    Associate, Risk And Financial Management
    Exl Service Sep 2011 - Oct 2012
    New York, Ny, Us
    EXL’s Risk and Financial Management services help clients address their governance, risk and compliance challenges. Our innovative, cost-effective solutions deliver business outcomes that enhance performance and improve enterprise value.• Associate for a SOX 404 compliance engagement for a US based world leader in insurance and financial services. The project entailed process walkthrough, documentation of critical processes, risk and controls assessment, testing of design and operating effectiveness and remediation planning in addition to identification of gaps & their resolution.• Associate for an operations identification project for a US based world leader of insurance and financial services. The project entailed traveling to various locations to identify opportunities for consolidation and improved efficiency among employees and systems across various divisions and lines of business
  • Kajonkietsuksa Bilingual School
    English/Math Teacher
    Kajonkietsuksa Bilingual School Mar 2010 - Mar 2011
    •Provided a stimulating learning environment for students aged seven to nine; employed a broad range of instructional techniques to retain student interest; designed and developed lesson plans, tests and activities.•Maintained a structured learning environment and individual classroom culture, adapting to setting.•Collaborated with colleagues and parents to ensure student success; coached weekly soccer events

Sid Misra, Cfp® Skills

Helping Clients Financial Planning Retirement Planning Investment Advisory

Sid Misra, Cfp® Education Details

  • University Of Maryland
    University Of Maryland
    Economics
  • New Providence High School
    New Providence High School

Frequently Asked Questions about Sid Misra, Cfp®

What company does Sid Misra, Cfp® work for?

Sid Misra, Cfp® works for Beacon Financial Group

What is Sid Misra, Cfp®'s role at the current company?

Sid Misra, Cfp®'s current role is Certified Financial Planner™ - I help individuals & couples manage their finances so they can focus on the important things in life.

What is Sid Misra, Cfp®'s email address?

Sid Misra, Cfp®'s email address is si****@****oup.net

What schools did Sid Misra, Cfp® attend?

Sid Misra, Cfp® attended University Of Maryland, New Providence High School.

What skills is Sid Misra, Cfp® known for?

Sid Misra, Cfp® has skills like Helping Clients, Financial Planning, Retirement Planning, Investment Advisory.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.