SOCIAL: Looking for Financial Adviser

[Allison Falk]

Wendy -  I am very happy with mine.

His name is Tom O'Brien and his number is (650) 573-8525.  His office  
is in San Mateo but lives in SF and makes house calls. He has helped  
me address some of the basic financial decisions I needed to make  
regarding handling my 401(k)s from multiple companies, prioritizing my  
debt repayment, etc. For someone like me who sometimes would rather  
not think about this stuff, his patient and unbiased advice has been  
very helpful and motivating. Manish is right - if you actually have  
some idea of what you are doing. But some of us need a little help.

Allison

Sent from my iPhone

On Jun 29, 2010, at 1:25 AM, apurva kothari <emailapu at gmail.com> wrote:

> i've heard Allison Falk rave about her financial advisor.  Not sure  
> if she's on this list - Deep could probably get you in touch with her.
>
>
> On Tue, Jun 29, 2010 at 10:02 AM, Manish Champsee  
> <manish at champsee.com> wrote:
> The best is none at all.  Advisers make money by putting you into  
> products that make them commission but aren't necessarily in your  
> best interest.  I've gone through several advisers and am much  
> happier doing things myself.
>
> In terms of investing your money, I'd recommend low cost index  
> funds.  Here's a synopsis on why:  http://www.bogleheads.org/wiki/Bogleheads_Investment_Philosophy 
>  .  If you have any other questions on finances, I'd ask a question  
> on one of their forums.
>
> Manish
>
>
> On Jun 28, 2010, at 8:07 PM, Wendy Becktold wrote:
>
> > Does anyone have a good financial adviser that they can recommend?  
> Thanks, Wendy
> > _______________________________________________
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> > Social at lists.deeptrouble.com
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>
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