Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

DECEMBER 14, 2022

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. One of the key unlocks for startup employees is thoughtful tax planning for their equity and crypto investments, and Harness has managed to bring tax to the forefront of their experience.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

Zoe Financial

APRIL 8, 2025

Published: April 9th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. What is Equity Compensation?

Taxes 52

Taxes Financial Advisor Planning Startup 52

Zoe Financial

APRIL 8, 2025

Published: April 24th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. What is Equity Compensation?

Taxes 52

Taxes Financial Advisor Planning Startup 52

Steve Sanduski

OCTOBER 23, 2024

Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. When I was a startup, I did everything. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors.

Financial Planning 59

Financial Planning Clients Retirement Financial Advisor 59

Good Financial Cents

AUGUST 18, 2023

On a personal note, as a practicing CFP®, I hadn’t always worked with accredited investors. This innovative approach provides a golden opportunity for investors to tap into the potential of startups and other private firms before they make their public debut. Diverse range of startups and established firms.

Investing 52

Investing Investments Startup Portfolio 52

Bell Investment Advisors

JUNE 29, 2023

That just sparked an immediate run on their bank. 06:52 All these startups pulled money out because they were uninsured, for the most part. And then Silicon Valley Bank actually had to put out an announcement that they had to issue new stock to replenish their depleted capital from losses on their portfolio.

Marketing 52

Marketing Marketing Banking Numbers 52

Sara Grillo

AUGUST 26, 2024

Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

Darrow Wealth Management

NOVEMBER 5, 2024

If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. Nationally Recognized Wealth Advisor in Stock Compensation Kristin McKenna CFP® is a nationally recognized specialist in employee stock options and equity compensation.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73

Good Financial Cents

AUGUST 1, 2022

Steiner, CFP at Buckingham Advisors. Invest in Startup Businesses and Companies . That’s a private investor, usually, a high net worth individual, who provides capital to small businesses, often startups. Easy Ways to Invest in Startup Businesses. Unlike just one year ago, CDs now merit consideration.

Investing 64

Investing Investments Certification Accounting 64

Aleph

JANUARY 14, 2023

Jan 10, 2023 CFP? Jan 14, 2023 A climate startup removes carbon from open air in a first for the industry, potentially launching an industry to address climate change [link] Looks like a promising technology, if CO2 is indeed a pollutant. Management appreciates those who can take a tough subject and explain it to them.

Math 59

Math Assets Banking Government 59