Camille Koppenberg, AAMS®, CDFA® @ckoppenberg
🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice Bellingham, WA Joined October 2014-
Tweets6K
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Camille Koppenberg, AAMS®, CDFA® retweeted
So the sun is disappearing. Some people call that an eclipse. In Washington, we call that November to April.
6 & my husband are spending the week at Legoland. It is v.quiet at home with just a 2.5 y/o. (I know that might sound crazy to some!)
Sometimes I think about leaving twitter (because let’s be honest - it can be a dumpster fire sometimes.) But y’all really know how to cheer a girl up and I am so thankful for you all. 🤗
Our little Luna love has a brain tumor. Cancer sucks. There is never enough time. So we’ll spoil her and love on her.
Girls weekend in your 30’s hits differently.
Real life CFP exam question this week: Single, 70. SSI: 15k Interest/Dividends/Pension/Capital Gains = 13.3k Is her SS taxable? Does she need to file? 😁
Tonight we rebranded roasted potatoes as square fries and chicken as pork. #winning
PARENTS IN THE WILD.
Maybe I’ll plant some peas today. …or not.
Today’s Kindergarten question of the day. I find myself questioning myself as a parent often. Am I raising good humans? But dang, this kid has me tearing up. (As I scarf my sushi down at the conveyor sushi place so I can run to the next thing.)
Woke up to 41 and rain. Looking forward to getting back to these sunsets. ☀️ 🌺
Experienced my first “set an alarm to register for summer camp.” Link didn’t work for the first 15 minutes. 😅 But y’all, I made it to the finish line.
Define what fills your cup. Review your budget. Aside from your basic necessities, what was your highest expense? Is that expense in line with what brings you joy?
Finally watched the Usher performance. Phew. It is what everyone is saying. I was 10 when “You Make Me Wanna” was released and 21 when “Love In This Club” came out. #nostalgia
Banana bread mornings are usually reserved for dad since he does drop off. I was so excited when this little asked to take mommy for a date! I was feeling bad about our rushed morning yesterday. <insert stressed out mom moments.> This morning grounded me. Thanks, kid.
I just wanted to share an “of the times” photo. Guess the year and give me a news heading we would have seen during that time.
2 reasons you may want to sell your vested AMZN RSUs: 1. There isn't a tax benefit in holding them after vest. 2. You likely have AMZN exposure in the ETFs & Mutual Funds you already own.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Jamie Hopkins @RetirementRisks
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Cody Garrett, CFP®�.. @MeasureTwiceMNY
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Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Danika Waddell, CFP®.. @danikaw
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Courtney Ranstrom @courtranstrom
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Matheus Smith @hipnozegames
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ZacheryReta @RetaZacher61892
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Cathy Curtis @cathy__curtis
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Samantha Russell 👩.. @SamantahTwenty
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WingGirl Trader @ Tpl.. @WingGirlTrader
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Lam Tran @Stacking_Skills
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Plootus @WearePlootus
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Planning For Alpha @Planforalpha
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Accountable Balance B.. @accountablebal
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Hawk Family Office @hawk_fo
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Airline Brief Tim �.. @AirlineBrief
400 Followers 1K Following Perth, Phoenix, Vegas, New Eng. Born British. American raised. Australian by choice. Real estate, tech & energy investments. Harvard, Yale, ND. Aviation Avgeek.
Liz Hand, CFP® ✨ @ExAnimoLiz
118 Followers 180 Following Light-Hearted & Straight to the Heart | Owner/Advisor | Mindset Coach to Advisors | Wife & Mom | Piano Enthusiast | Pleasant Financial Conversations
Muhammad Kabir Rabiu @MuhammadKabirR7
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Rick walter @brainsherpason
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Three Crowns Marketin.. @ThreeCrownsLLC
642 Followers 460 Following Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
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29 Followers 289 Following Changing the Way You Think About Money, Building the World w/ #Bitcoin, Partner Bitcoin Opportunity Fund, Financial Adviser
Ben @beninidaho
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yieldcurvepro @yieldcurvepro
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Jamie Hopkins @RetirementRisks
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Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 978 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Danika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Sheryl Hickerson 🙋.. @BionicSocialite
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Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Mayflower Advisors @MayflowerAdvis
77 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Isaiah Johnson @__black_swan
654 Followers 772 Following In the beginning was the Word, and the Word was with God, and the Word was God.
Heather Randolph Cart.. @hrandolphcarter
2K Followers 2K Following Communication and marketing executive; diversity and sustainability advocate; sports fan(atic)
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729 Followers 801 Following 📈Founder & Financial Planner 👨👩👦👦Husband & Father of 3 boys 🎙️Podcast Host of HealthyDadWealthyLife
Kian @slhzdh
146 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Avise Financial @AviseFinancial
67 Followers 39 Following Avise is an RIA co-op that helps independent advisors build their ideal business. Own your business. Not the other way around.
Jen Hatch, CFP @JenniferHatch
150 Followers 521 Following LGBTQ+ Financial Advisor. Gay Money | Straight Advice. Lover of Numbers and People.
Alexa Brascetta @BrascettaAlexa
43 Followers 82 Following
Brett Wysopal, CFP®,.. @Soaps27
1K Followers 520 Following Helping Equity Compensated Individuals & Ex-D1 Hockey Players Build Their Ideal Life| Lead Planner@ Secfi| Girl Dad 2X| Tweets ≠ advice.
Shannon Rosic @ShannonRosic
1K Followers 2K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangers
Asia Jackson @aasian
39K Followers 519 Following Actor, etc. Creator of #MAGANDANGMORENX | Black & Indigenous Filipino 🇵🇭 Subscribe to my channel: https://t.co/3oUsPDqV6F
Cassie Jackson @cassieajack
119 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Kristin Shea @itskristinshea
756 Followers 1K Following Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds
Washington Golf (WA G.. @PlayWAGolf
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Marques Ogden @Marques_Ogden
5K Followers 5K Following Former @NFL lineman, Best Selling Author, Master Storyteller, Keynote Speaker. Owner @grindgoods 📲text me at 919•635•6066
Kendra Wright @kendrarockslife
1K Followers 945 Following 💻 Owner of marketing agency in finance @rebel_agency 🎤 TEDx Speaker 🤩 Experience collector 🚐 RV’d 48 states 👊🏻 850+ comfort zone challenges #YearOfFear
@shapingwealth @shapingwealth
1K Followers 14 Following The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
Income Lab @WeAreIncomeLab
521 Followers 318 Following Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning.
Will Brennan @WillBren4
461 Followers 3K Following Founder & Principal Advisor of Park Hill Financial Planning & Investment Management. Tweets ≠ advice.
Jenny Rozelle @jennyrozelle
4K Followers 648 Following Estate & Elder Law Attorney / Owner of @INEstateLaw. ⚖️ Not legal advice. 🚨 Host @LegalTeaPodcast. 🎧 Owner @IndyFiduciary. 💌 Live on a cattle farm. 🐮
Bellingham Weather @bhamweatherBham
6K Followers 597 Following Follow Me for Bellingham, WA/Whatcom County weather year round.
Michael Finer - Finer.. @Finer_
1K Followers 5K Following Wealth manager, Citizen Soldier, Certified Financial Planner, CPA, CLU at Finer Wealth Mgt providing investment and fully integrated wealth services - #fintwit
David Gourley, M.Ed, .. @DavidG_CSLP
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Jason Juhl RICP®, AI.. @JuhlJason
25 Followers 24 Following Wealth Advisor, Carson Wealth Questions? Call 515-410-9146
Meghaan Lurtz, Ph.D. @MeghaanL
1K Followers 98 Following Professor of Practice at Kansas State, Senior Research Associate at https://t.co/X5SADbJzfl, Founding Strategic Advisor at Couplr, Lecturer at Columbia University
Re-Envision Wealth @re_envisionwlth
46 Followers 4 Following Wealth mgmnt. firm delivering world-class financial advice & inv. mgmnt. services to further racial & gender equity & a sustainable planet. Black & Latina owned
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430 Followers 237 Following Founder and senior planner at Alaphia Financial Wellness. Financial therapy advocate. Tea lover. she/her
Jay Shetty @jayshetty
393K Followers 12K Following Jay Shetty | Global Best Selling Author | Award Winning Podcast Host of ON Purpose | Purpose Driven Entrepeneur
ADHD-Women @WomenAdhd
2K Followers 1K Following 👉 https://t.co/ynjmytSXDr Empowerment ~ Engagement ~ Evidenced - based Info 🌍 @ADHD_Europe endorsed project! #ADHDWomen #ADHDinWomen #ADHDawareness
Zenith Wealth Partner.. @networthzenith
197 Followers 109 Following Building your wealth is simple when you have a partner. Fee-Only | Fiduciary | Registered Investment Advisor
Pay Her In Equity @WomenWithEquity
417 Followers 528 Following Empowering Women Founders and Women in Tech #PayHerInEquity 💰💸💰 Led by @chelsea_cfp
WomanOfTheWomb @WomanOfTheWomb
4K Followers 49 Following
Austin Hatch @AustinHatch30
16K Followers 668 Following Husband to @abbybhatch, Hudson’s dad. Inspirational Speaker. Clients: Aflac, John Hancock, MassMutual, Nestlé, Northwestern Mutual, Pacific Life, TIAA & UBS
Francesca McLin @writerfrancesca
65 Followers 121 Following Writer | strategist | marketer. Fond of buttery, angular, suave words. Collaborator @ Snappy Kraken. Absurd opinions are my own.
Eric Rodriguez, CFP® @eerod10
383 Followers 754 Following Founder @wealthbllc | CERTIFIED FINANCIAL PLANNER™ | More active on the gram @eerod10 😎
Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
Matt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."
Blaine Thiederman MBA.. @progresswealthm
167 Followers 600 Following The Tech Pro Financial Advisor | I Help Professionals in Tech Retire Earlier and Reduce Their Taxes | Schedule a Complimentary Call Below
Bellingham Metro News @Bellingham_News
3K Followers 122 Following Leading Source of News that provides local and breaking news, Traffic & weather analysis, political discussion and much more. #BellinghamNews
Zach Melloh @zachmelloh26
6K Followers 910 Following I Help High Earners Craft Financial Plans, Plan for Tax-Events, Minimize Estate Tax, & Invest Tax-Efficiently | CFP Candidate | DM’s Open | Tweets ≠ Advice
Gerry Herbison @HerbisonGerry
60 Followers 42 Following – Executive Business Coach with @CarsonGroupLLC – Leadership Programs Director and Adjunct Professor with @TheAmerCol – DBA, ChFC®, CFP®, CASL®, CLF®
Rep. Justin Jones @brotherjones_
308K Followers 172 Following State Representative for District 52. Community Organizer. HBCU grad. On the journey, searching for higher ground. Carrying my ancestors’ prayers.
Cheryl Nunn, MBAe™,.. @CherylNunn
20K Followers 2K Following #StartUp to #BusinessSuccession | Personal #Brand Development #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Tweets are NOT advice.
Reshma Saujani @reshmasaujani
131K Followers 1K Following CEO and Founder @MomsFirstUS, Founder @GirlsWhoCode Bestseller #PayUp. Mom @toddlershaan @littleguysai @stanleythepuppy. Wife @nihalmehta. Tweets my own
Derek Hagen @_derekhagen_
479 Followers 410 Following I blend money, meaning, and mindfulness to support financial health and happiness...using drawings!
Megan O'Dea Jenkins @meganrocks
625 Followers 599 Following
Reign Over Money @ReignOverMoney
217 Followers 662 Following Lifetime personal finance junkie | 25 years in financial industry | time to share my learnings and keep on gaining knowledge | FI=Yes RE=Kinda
Julie Johnson XY Comm.. @juliejohnsonxyc
295 Followers 867 Following ⬆️ #TRUST, Deeper Engagement. BeFi, FinPsy. Super Power🟰 increasing #connection with #generations #genders ⬆️connection =⬇️stress #speaker #coach
Ample Entrepreneur @AmpleEntre
546 Followers 5K Following Professional Financial Life Coach & Certified High Performance Coach Prosperity and Freedom Lifestyle Mentor. #morethanenough #prosper@kendralante @ckoppenberg @LauraLaTourette @AravindSitham @bamconsults @taxtherapist505 IN HER CARDIGAN! 🖤❤️😍
@RetirementRisks It’s my public relations swag. 😂🖤 Thanks Jamie!
Red lip in honor of #TaylorSwift ❤️💋 Happy #FormalFriday. 🎶 🖤
@elenaspeaking @ckoppenberg @LauraLaTourette @AravindSitham @bamconsults @taxtherapist505 Solo listening party in my favorite cardigan
Do I wish I lived in a low-tax state? No. Fuck no. I’d rather live in states with abundant social services, voting rights, women’s rights, labor rights, environmental protection, LGBTQ+ rights, plentiful public spaces, longer lifespans with a higher quality of life, diverse…
Another trip around the sun. ☀️ Grateful for a day to be outside, eat good food, and share a few laughs with the ones I love most. I was definitely the most taxing today @MJNewfield 😜😂 Cheers to eating cake and paying taxes !
Rocking my #greenjacket because it’s Sunday. ⛳️ Who will earn theirs today? 😬
@ckoppenberg The rubbing of the eyes 😍 So cute
4 years with my beloved ☕️ ❤️
@MeasureTwiceMNY His advice and business practices are steeped in misogyny. It’s a hard pass on any sort of public net positive for me.
Beyond excited about the team we are assembling. Just getting started...
Congrats Dani Fava landing at @CarsonGroupLLC She's an innovative thinking and thought leader in our industry. Great move by Ron & Burt to bring her on board. citywire.com/ria/news/dani-…
Tilda: “Mom, I cannot leave the house until I’ve done my hair & make-up.” Me: 😳😳 “You’re going to be fun when you’re a teenager.”
It is my great honor to announce that I have been promoted to the expanded role of Marketing Manager at @StreetCred_PR! 🎉 📖 Story time: I first started working at StreetCred when the company was just four months old in January of 2021. Just prior to accepting the role, I was…
Cat's outta the bag 😻 Beyond excited to welcome @ENVDani and @hrandolphcarter to our team!
Today we fill two pivotal positions on our executive leadership team with iconic industry innovators. We are excited to welcome @ENVDani as Chief Strategy Officer and @hrandolphcarter as our Chief Marketing Officer!
@ckoppenberg love love love this! thx, I didn't to see/hear this right now...
Today when I dropped off my kid at school, I learned… There was no school. 🤦🏻♀️ So naturally, we took a selfie and I bribed her to be my quiet 🤫 business partner for the day. Follow me for more mediocre parenting tips.
So proud of Ron. Thank you my friend. You have reshaped this business and me. Huge day for you brother! Love you
Today, I celebrate a new chapter for Carson Group. It makes me emotional, thinking of how far we've come. Forty one years ago, I sat in my dorm room cold-calling prospects to sell insurance. I blinked, and now here we are decades later, a leading provider of financial advice to…
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