Beacon Financial Group

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 goals
2. Understanding your current financial standing
3. Bridging the gap in between
4. 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. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.

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/

LPL Financial Advisor

Associate

AXA Equitable Life Insurance Company

Working as an independent advisor appealed to me which is why I joined my father as an independent financial advisor.

Regional Sales Associate

EXL Service

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

Associate, Risk and Financial Management

Kajonkietsuksa Bilingual School

•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

English/Math Teacher

Highbridge Capital Management

•Completed daily pricing activity for this $28 Billion hedge fund manager; ensured accuracy of information in pricing database.
•Authored reports on weekly and monthly pricing meetings; organized documentation.

Product Control Intern

•Executed daily and weekly risk analyses for several trading desks; prepared weekly risk reports for same and executive team; populated risk models with appropriate data for testing.

Risk Management Intern

Certified Financial Planner™ - I help individuals and couples secure their future

“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® certification


Certified 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. For hyperlinks to FINRA and SIPC, please refer to the website section.

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/

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Sid Misra, CFP®'s Linkedin Analytics

Sid Misra, CFP®

Performance Score

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