Do you have a personal advisor?

Amazon / Eng
OBSf22

Go to company page Amazon Eng

OBSf22
Mar 12 12 Comments

Curious if people consult with a financial advisor and if so how they found them?

Up until this point I’ve been using Wealthfront, investing in index funds, and playing around with options. I fell into a nice TC bump and want to make sure I’m investing as advantageously (both returns and tax) as possible.

So people who use financial advisors, how did you find and vet yours?

Old TC: 200k
New TC: 450k
YoE: 9

#personalfinance #investments

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