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Optimity Advisors Posts
Posts
Optimity Advisors
- Recommendation for financial advisor Does anyone have any recommendations for a financial advisor? I am looking for someone who can advice on portfolio allocation, future planning including retirement planning and tax optimization. Preferably a flat fee consultation. #personalfinance
- Which active wealth management co do you recommend? Hi Professionals, For those who have more than 1M asset under financial management, which company/advisors do you recommend? Somewhere that you have some confidence about their longterm performance? I live in the SF Bay Area and I’ve been managing my own with a mix of target funds, ETFs, and stock
- (Help) For those beginning to invest - what do you look for? I’m optimizing my companies SEO traffic, and really need input from people. My boss is really riding my a**, and I need something by tomorrow. For those who have a financial advisor, or might look for one, what do you most often look for online? - Thanks fam
- Financial advisor RE and investments I have been doing my own portfolio investments in Real estate, stocks and mutual funds. But I think a bit of expert advise will be beneficial to further optimize my portfolio. Are there financial advisor/services in SF who provide financial consultation on Real estate and stock investments and tax
- Let me in, FAANG! Trying to transition into FAANG from small agencies and NoName tiny tech company. I’ve optimized my resume and applied directly to positions - crickets. The one time I did hear back was via referral, but it was from the candidate channel advisor for an exploratory call (that’s led nowhere). Can an
- How to handle investing now that you can invest? Let's say you're now doing pretty well for yourself now. You're doing the 401K thing, you have some rollover IRAs, and you have enough to invest that it matters how you invest it. My background is not finance or investment. I have been following basic advice. It is not optimal but it is better th
- Financial Advisor Thoughts/recommendations on using a financial advisor? I’m currently saving quite a bit and investing in stocks (mostly a pretty risky portfolio) with about 20k cash. I have about $100k invested and also have traditional investments like 401k. I’m not really saving for anything specific and I’m cer
- Who are the best teachers? There are plenty of high quality courses and famous (and not) names, but if you had to pick just one instructor... Who would you say is the best at teaching, and what did they teach you about? The only criterion is that the teaching style left you the most impressed in the time you had. All levels
- Professor startup vs FT at trading firm tl;dr: I've been offered a position to join a technical startup by my advisor for 3% equity (with no salary until funding), but I've already accepted a FT position as a research engineer w/ above average new-grad pay at a big trading firm (e.g. Jane Street, DE Shaw, 2 Sigma). I recently finished my
- Tax advisor, financial planner, CPA vs Attorney I have two 4 unit apartment buildings. And I would like to 1. structure my property ownerships in a way that protect these assets from liabilities 2. structure them for optimal tax treatment, and if they can help me reduce my personal taxes that’d also be great. Currently, I manage them myself un
- Finance management advice Because of stock appreciation, real estate investment, and probably some hard work, I realized I have been entering the world of millionaires if not multimillionaires. My asset has become more complex than couple years ago when salary was my main source of income. Now I have kids to feed and my tim
- Meta YOE hiring dead zone I have 1 YOE as a SWE at a small company and was referred to Meta. I was rejected immediately for the roles listed as part of the referral (fair enough given the "minimum requirements" for the postings), however I am now in conversation with an internal Candidate Channel Advisor (not exactly a recru
- My Journey to Facebook (super detailed) I see a bunch of posts on blind about the Facebook hiring process so I figured I'd give you guys a detailed look into my process as a non-tech M2. I'll do my best to include dates. I have over 12 years of senior leadership experience, multiple certifications, and hold a Ph.D. It's a longer post but
