SOCIAL: Looking for Financial Adviser

[Kristina Pappas]

Also keep in mind that advisers may be fee-based (good - you're paying for
their time and expertise, like a lawyer or accountant) or paid on commission
(bad - for the reasons Manish outlined).

When I was 25, I read Personal Finance For Dummies (I worked for the Dummies
company at the time) and it was an excellent way to learn a lot more about
managing my own finances.

For people who don't have time and interest in the topic, it's reassuring to
realize that sound financial management can be a lot easier and more
straightforward that we're led to believe.

Cheers,
Kristina

On Tue, Jun 29, 2010 at 3:20 PM, Allison Falk <caliallie at gmail.com> wrote:

> 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>
> 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>
>> 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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-- 
Kristina Pappas
MBA, Sustainable Management - 2008
415.812.3128
http://www.linkedin.com/in/kristinapappas
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