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Sid Misra, Cfp® is listed as Certified Financial Planner™ - I help individuals & couples manage their finances so they can focus on the important things in life at Beacon Financial Group, based in Warren, New Jersey, United States. AeroLeads shows a work email signal at beaconfinancialgroup.net and a matched LinkedIn profile for Sid Misra, Cfp®.
Sid Misra, Cfp® previously worked as LPL Financial Advisor at Beacon Financial Group and Associate at Beacon Financial Group. Sid Misra, Cfp® holds Bachelor Of Arts, Economics from University Of Maryland.
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AeroLeads found 2 current-domain work email signals for Sid Misra, Cfp®. Compare company email patterns before reaching out.
“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/
Listed skills include Helping Clients, Financial Planning, Retirement Planning, and Investment Advisory.
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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.
Working as an independent advisor appealed to me which is why I joined my father as an independent financial advisor.
New York, NY, US
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Sid Misra, Cfp® works for Beacon Financial Group.
Sid Misra, Cfp® is listed as Certified Financial Planner™ - I help individuals & couples manage their finances so they can focus on the important things in life at Beacon Financial Group.
AeroLeads has found 2 work email signals at @beaconfinancialgroup.net for Sid Misra, Cfp® at Beacon Financial Group.
Sid Misra, Cfp® is based in Warren, New Jersey, United States while working with Beacon Financial Group.
Sid Misra, Cfp® has worked for Beacon Financial Group, Axa Equitable Life Insurance Company, Exl Service, and Kajonkietsuksa Bilingual School.
You can use AeroLeads to view verified contact signals for Sid Misra, Cfp® at Beacon Financial Group, including work email, phone, and LinkedIn data when available.
Sid Misra, Cfp® holds Bachelor Of Arts, Economics from University Of Maryland.
Sid Misra, Cfp® is listed with skills including Helping Clients, Financial Planning, Retirement Planning, and Investment Advisory.
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