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Sid Misra, CFP®'s Linkedin Analytics

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Sid Misra, CFP®

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“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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