Kiersten Peshek, CFP® (they/she) @moneywkiersten
CFP® Professional | Lead Wealth Advisor @ Citrine Capital | Always Learning | Queer Human | Pronouns: They/She | Tweets are not financial advice. Columbus, GA Joined May 2021-
Tweets305
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Following299
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🔔 Attention current and former @StubHub employees! Big news on the horizon: Our @CitrineCapital team is here to guide you through the upcoming IPO journey, from equity planning to tax strategies and more. Get in touch today! 🚀 #StubHubIPO #FinancialPlanning
🔔 Attention current and former @StubHub employees! Big news on the horizon: Our @CitrineCapital team is here to guide you through the upcoming IPO journey, from equity planning to tax strategies and more. Get in touch today! 🚀 #StubHubIPO #FinancialPlanning
Today is the day - Reddit's IPO is in the works. We've written a guide on how to think about this equity, what steps you can take to mitigate risk, and help secure your financial future. Check it out! #reddit #redditipo citrinecapitaladvisors.com/blog/reddit
I am so looking forward to year 3 of the EconoMe conference which starts in one week! The journey to FI is better with friends and I love getting to attend a conference about personal finance for personal fun and my own nerdiness. #EconoMe #FIisbetterwithfriends
Do you know of any women who were in financial planning/services and then left once they had a baby? If so, would you mind sharing this link with them? We are running a research study on the maternity issues and this group is such an important one to listen to. 🙏…
(queuing this up in March 2023) If you think you might need a CPA/tax professional to do this year's taxes, FIND ONE NOW. Searching for one early next year is just *asking* to be frustrated.
Heads up for advisors w/ HNW (especially business owner) clients with pass-thru entities. More scrutiny is coming. Likely reasonable comp issues with S Corps, & what's really a business expense...? "IRS shifts focus to HNW individuals and pass-throughs" accountingtoday.com/news/irs-shift…
While I posted this in the AMA (this year & 2021!), it was not answered. Why ask for pronouns when we purchase tickets but not include them on our badges? We shouldn’t have to write them in ourselves b/c then most folks don’t do so. #DEI #XYPNLive #inclusion
#xylive has been such a treat overall but I am most proud of the RIA Firm Employee mastermind meetup a few of us hosted today. It was a great crowd & I am so glad we could create a space for folks like me to talk about their experiences!
Win $1,000 if your 401(k) essay beats other contestants’ essays. Competition for the 2023 401(k) Champion® Award opens Sept. 8. Find out more at 401kchampion.com/about-award/. #401kchampion #401k
Join our Q&A!🎙️Curious about the Voices platform, maximizing your Voices membership, or see if Choir Practice is a perfect fit? 📅 Let's chat on Aug. 23, here: loom.ly/YrA4gyU 🤝Be part of the conversation! 💪 #ChoirVoicesQA #AmplifyDiverseVoices #ChoirCommunity
This is a really important topic when working w/LGBTQ+ folks who want to start a family & it can be complicated figuring out all the options, costs, legal steps, etc. Being there for my clients throughout the process is part of what I love about what I do! #lgbtqfamily
This is a really important topic when working w/LGBTQ+ folks who want to start a family & it can be complicated figuring out all the options, costs, legal steps, etc. Being there for my clients throughout the process is part of what I love about what I do! #lgbtqfamily
There’s a big change to 401(k) catch-up contributions coming in 2024. For higher earners, next year’s will be Roth, which means after taxes with no upfront tax break (but the funds grow tax-free.)
I've heard folks, trying to decide on a mortgage, toss out lines like: "And then hopefully I can just refinance when rates come down in a few years." Maybe. Please don't *rely* on it. Have you seen a chart of historical mortgage rates? They're somewhat terrifying. ...
🎤 Know a brilliant person of color, woman, or non-binary pro whose voice should be heard? Send them to join Voices before our launch next week! People who sign up (for free) before Mon get the perks of being a beta user - including 6 months free access. web.miniextensions.com/4hvPUhUEzlqZQ5…
Consult your advisors before filing insurance claims. Especially in CA, insurers are non-renewing policies due to increased economic risks. While insurance is designed to protect for risks, make sure you’re not jeopardizing your future coverage by filing unnecessary claims. 💸
Today is a big day, y'all! I officially obtained my CERTIFIED FINANCIAL PLANNER™ certification! It's been a 5 year journey & today I can say I met my goal. I am so proud of this accomplishment & truly love the work I get to do every day. #cfppro #financialplanning
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
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.
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Karen Coyne, CFP® @karencoyne
2K Followers 1K Following Financial advisor, podcast host of MONEY WITHOUT MATH, advocate for women in #finserv https://t.co/cxpX2s3pDo
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
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
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.
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not advice
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
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
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Jamie L. Clark, CFP®.. @JamLClark
979 Followers 659 Following Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔
Lei Deng, CFA, CFP® @leidengcfp
953 Followers 742 Following financial planner for immigrants and entrepreneurs. board @fitfoodconnect. Chinese/English. tweets not advice. she/her. #VeryAsian
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
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!
PageFrances @7z2U1AZt9nWc0rg
0 Followers 66 Following
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.
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Rick Wong | Social Me.. @rick001027
57 Followers 345 Following Manage online presence, create engaging content, analyze metrics, and foster community interactions to boost brand awareness and engagement across platforms.
DelyanneTheMoneyCoach.. @DelyaneMoneyy
14 Followers 1K Following I teach investors how to Slay The Stock Market® // FORBES contributor // CNN Pod Host: Diversifying// Award-Winning Education, Not Advice I FREE
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Cathy Curtis @cathy__curtis
457 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Kian @slhzdh
146 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Cait @Cda4bCait
0 Followers 840 Following
Tythough @tythough28002
62 Followers 2K Following
advisorvisuals @advisorvisuals
160 Followers 1K Following One-page financial plans on steroids (coming soon)
Make money easily @Lk6wzgASN1px9W
5 Followers 595 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Teshoo @Teshoo457709
8 Followers 1K Following
Park ji Soung @soung_park91570
57 Followers 245 Following Life is fun if you don't think about what people say about you and keep moving ❤️Cany😍
Merte @Merte464243
32 Followers 2K Following
idxshares @idxsharesETFs
100 Followers 83 Following At IDX, quantitative research drives transparent, systematic ETF strategies that seek to provide better risk-adjusted investment exposures.
Joe Moss @joemoss_xyz
257 Followers 742 Following The RIA Tech & Marketing Guy | Community builder at ProAdvisorSuite & Conneqtor | Join my free community ⬇️
Cassie Jackson @cassieajack
119 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Systematic Investment.. @SystematicIRE
2K Followers 5K Following Systematic investor/trader, Kevin C Maki, PhD QV/MT investing = quality, value/momentum, trend Research scientist/educator, long-time investor/trader
M. T.homa3 @mattthm3
0 Followers 5K Following
Jeff Thomas, Host of .. @InvMasterminds
312 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
Diversitas @DiversitasFP
112 Followers 302 Following Expanding Diversity in Wealth Management • Founded by @uakron • Learn More 👇
Joey Michael @JoeyMichael_Nft
45 Followers 165 Following
AgingPlan @AgingPlanLTC
243 Followers 1K Following Long Term Care Insurance Specialists based in #Spokane https://t.co/esYb2HsEy4 https://t.co/ZNlq3yqcBn…
CCybulski, CFP® @cybulski_c
285 Followers 618 Following Former journalist current Financial Planner and CFP® helping business owners and equity compensated folks who need a plan, process, and partner.
Ben Mayhew, CFP® @benmayhewcfp
167 Followers 489 Following Founder/ Financial Planner @ https://t.co/kd63GlMlCN | Personal Finance Nerd | CFP® | Proud Husband, Dog Father, Curler, East Coaster | Tweets are not advice
Audrey Emerson @audreykemerson
184 Followers 632 Following
Fabric @FabricRisk
496 Followers 1K Following Risk aware portfolio design to safeguard your client's future. Customized to meet each client's personal goals. Powered by MSCI's industry-leading technology.
Andrew Casertano, WMC.. @Andrew68508
134 Followers 297 Following Wealth Management Certified Professional https://t.co/vUVTSlhIa3
Ethan Young, CFP®, C.. @EthanYoung314
443 Followers 1K Following Former Financial Advisor. Now helping small business owners maximize the value of their largest asset. My DMs are always open.
Jessup Wealth Managem.. @JessupWealth
246 Followers 520 Following Jessup Wealth Management is an enterprise practice proudly serving clients all over the U.S. Check out our weekly podcast and get to know us!
Danelle @danelle_kuntz43
167 Followers 3K Following
Mary Kate Gulick @MaryKateGulick
2K Followers 923 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Joe Mama @JoeMama123400
119 Followers 347 Following Licensed financial advisor studying for his WMCP
Marianthiroz.Aslanido.. @vmaxl24xbttzj
1 Followers 151 Following jollibee777 chess and card game, nakatutok sa Philippine market, register now at makakuha ng P88 ng libre
Monarch @monarch_money
3K Followers 355 Following The modern way to manage your money. Available on web, iOS, and Android. Get 50% OFF your first year with the link 👇
Joseluis Inurreta san.. @santos_inu25949
100 Followers 2K Following
Andy Moran @andymoranio
132 Followers 101 Following I help tech professionals pay less in taxes and take career breaks @AdAstraFP | I share programming memes and talk career breaks, van-life, & personal finance
Cary Carbonaro, CFP®.. @CaryCarbonaro
8K Followers 8K Following Award Winning, Nationally Known Personal Finance Expert, TV Contributor, CFP Board Ambassador, Story & Truth Teller, #Speaker #cfppro @investopedia Top 100
Bud Fox, MBA, M.Ed @OakmontAdvisors
186 Followers 920 Following Professor/Investments 25+yrs, 🔥 Those who can make you believe absurdities, can make you commit atrocities. ~ Voltaire
The Idea Farm @TheIdeaFarm
5K Followers 2K Following Investment research service led by @MebFaber 📩 Newsletter: https://t.co/YGoVjjHIMj 🎙️ Podcast: https://t.co/qD32TsE3uV 📺 YouTube: https://t.co/VrojlwvREM…
Dr Charles Chaffin @DrCharChaf1
67 Followers 129 Following Author/Professor/Consultant. Psychology of Financial Planning PROLIFIC/The Attention Deficit
GreatCents.org @greatcents
200 Followers 648 Following https://t.co/2ptT7PKsKD is a personal finance curriculum for kids from kindergarten to middle ed. It is created by Blake Teichmeier and based in Grand Island, Ne.
Personal Finance Advi.. @adv_finance
2K Followers 1K Following Personal finance, comic books and more. PF Advice is one of the sites owned by District Media Finance. Visit https://t.co/cUOLB2pkCM
Diamond Standard Co. @DiamondStandard
3K Followers 650 Following Producer of the world's first and only regulated diamond commodity and a revolutionary digital asset: Carats. Invest Brilliantly™.
FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
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.
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Karen Coyne, CFP® @karencoyne
2K Followers 1K Following Financial advisor, podcast host of MONEY WITHOUT MATH, advocate for women in #finserv https://t.co/cxpX2s3pDo
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
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.
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.
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.
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not advice
Meg Bartelt, CFP®, R.. @MegBartelt
4K Followers 102 Following Financial planner. I help early/mid career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
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
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Jamie L. Clark, CFP®.. @JamLClark
979 Followers 659 Following Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔
Diana Gisel Yáñez, .. @DianaGisel_Y
603 Followers 458 Following I help women of color entrepreneurs create systems for their money to become a supportive foundation for themselves, their loved ones, and their communities.
Lei Deng, CFA, CFP® @leidengcfp
953 Followers 742 Following financial planner for immigrants and entrepreneurs. board @fitfoodconnect. Chinese/English. tweets not advice. she/her. #VeryAsian
@shapingwealth @shapingwealth
1K Followers 14 Following The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
Cathy Curtis @cathy__curtis
457 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Ben Mayhew, CFP® @benmayhewcfp
167 Followers 489 Following Founder/ Financial Planner @ https://t.co/kd63GlMlCN | Personal Finance Nerd | CFP® | Proud Husband, Dog Father, Curler, East Coaster | Tweets are not advice
Cary Carbonaro, CFP®.. @CaryCarbonaro
8K Followers 8K Following Award Winning, Nationally Known Personal Finance Expert, TV Contributor, CFP Board Ambassador, Story & Truth Teller, #Speaker #cfppro @investopedia Top 100
Andy Moran @andymoranio
132 Followers 101 Following I help tech professionals pay less in taxes and take career breaks @AdAstraFP | I share programming memes and talk career breaks, van-life, & personal finance
Dr Charles Chaffin @DrCharChaf1
67 Followers 129 Following Author/Professor/Consultant. Psychology of Financial Planning PROLIFIC/The Attention Deficit
Angella Conrard, Cert.. @aconrard
318 Followers 668 Following I'm passionate about helping people with retirement mortgages, $, home financing, health, housing, ADUs, VA & more. Rescue dog & cat mom, beach walker, yogini.
Ryan Sterling Cole @SterlingCole
399 Followers 381 Following Certified Financial Planner™. Focusing on the tech sector and company equity. Not financial advice.
Ramit Sethi @ramit
289K Followers 756 Following Host of @netflix "How to Get Rich" & the I Will Teach You To Be Rich podcast. Get my new money insights every Saturday 👉🏾 https://t.co/4ICLQHXj8x
Jane Mepham, CFP® @ElgonFinancial
365 Followers 468 Following Simplifying Personal Finance for Immigrants & Foreign Nationals on Work Visas | Founder, Elgon Financial Advisors | @TheImCafe_Pod.
SAGE USA @sageusa
13K Followers 2K Following We are the world's largest and oldest organization dedicated to improving the lives of LGBTQ+ elders.
FinServ Foundation @FinServOrg
315 Followers 224 Following A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals.
Alexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.
Cheryl Nunn, MBAe™,.. @CherylNunn
20K Followers 2K Following #StartUp to #BusinessSuccession | Personal #Brand Development #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Tweets are NOT advice.
EconoMe Conference @EconoMeCon
716 Followers 110 Following FI is Better with Friends... Find your new best friend at this party about money | March 15th - 17th 2024 | Cincinnati, OH | Get Tix 👇
HomoMoney @homo_money
324 Followers 30 Following Former financial f*ck-up, self-taught almost-millionaire, & founder of the Best New Personal Finance Blog at the 2022 Plutus Awards. Craft beer drinker, too.🍺
Queer Money® Podcast @QueerMoneyPod
1K Followers 357 Following 🏳️🌈 How Gay People Do Money 🎧 Gay Retirement 101 | Investing | Making Money | LGBTQ+ Money | Financial Well-Being | Wealth Building
Angel Rich @BlkTechMatters
2K Followers 153 Following Chief Negress 👑 Author of History of the Black Dollar and Black Woman Politics 📚 Founder of The Wealth Factory and CreditRich 📈 Researcher 💯 Problem Solver
Family Equality @family_equality
24K Followers 3K Following Ensuring that everyone has the freedom to find, form, and sustain their families by advancing equality for the LGBTQ+ community. 🌈
Aravind Sithamparapil.. @AravindSitham
3K Followers 816 Following Associate at Ironwood Wealth Management specializing in Midwives & Young Professionals in career/life transition. Tweets are not advice. He/Him
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
Jirayr Kembikian @JKembikian
394 Followers 1K Following Co-founder @CitrineCapital | Certified Financial Planner™ | Auto & Motorsports enthusiast | 🇦🇲 | Not financial advice
Marit Burmood, CPA @theextroacc
291 Followers 85 Following Extroverted Accountant | Small Business Consultant | Passionate Tax Practitioner & Educator | CPA, EA, MTAX
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Jean Chatzky @JeanChatzky
80K Followers 67K Following Award-winning financial journalist. NYT & WSJ Best-selling author. Co-founder & CEO of @hermoneymedia & host of the #HerMoneyPodcast.
John Stoj® @StojBoj
4K Followers 3K Following NYC ➡ CHI ➡ ATL. Sell-side ➡ buy-side ➡ clients’ side. Father, anesthesiologist’s husband, founder of flat-fee RIA Verbatim Financial. Truth teller. Fiat slave.
Kelly Klingaman, CFP�.. @KellyKlingaman
107 Followers 85 Following Wife, Mom, Sand Volleyballer, Standup Paddleboarder, Financial Planner for Professional Women & Dual-Career Couples in Finance & Tech. Tweets aren’t advice!
Anam Lakhani @Anamlakhani_
331 Followers 300 Following Building @Alineainvest_ as seen in @Forbes @Fortune @BusinessInsider @ycombinator (W21)
Vivien Balcker @vivienbalcker
280 Followers 328 Following
Steve Drost, CFA, CFP.. @stevedrost
812 Followers 474 Following Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Danielle Miura, CFP®.. @Daniellemiula
1K Followers 2K Following A personal finance nerd spreading awareness on family caregiving one story at a time.
Side Hustle Queen & R.. @iliketodabble
6K Followers 2K Following they/she 🏳️🌈 🇻🇪 nonbinary bruja who writes about money, side hustles, remote work, & tech💰 [email protected]
Tori Dunlap — Money.. @herfirst100K
20K Followers 2K Following fighting the patriarchy by making you rich | 4M followers | NYT bestselling author | host, #1 money pod for women | probably eating fried chicken (she/her)
DelyanneTheMoneyCoach.. @DelyanneMoney
17K Followers 431 Following I teach investors how to Slay The Stock Market® // FORBES contributor // CNN Pod Host: Diversifying// Award-Winning Education, Not Advice l FREE GUIDE!
Jannese Torres | Yo Q.. @DineroPodcast
9K Followers 1K Following Latina Money & Business Expert | I Teach You How To Make, Keep & Grow Your Dinero | 1M Downloads | 5X Award-Winning Finance Podcast | Author of Financially Lit!
Out On Film @OutonFilm
12K Followers 10K Following Follow @OutOnFilm, Georgia's #LGBTQ+ film festival in Atlanta! Our Movies. Our Stories. Our Lives. 501(c)(3) #QueerAllYear 🏳️🌈🎬
Brian Bond, CMT @BrianBond
401 Followers 1K Following Charts Over Darts 📈/🎯 | Portfolio Manager at Leverage Financial Advisory | Adjunct Professor of Finance at Boston University | Not Investment Advice
Jen Hatch, CFP @JenniferHatch
150 Followers 524 Following LGBTQ+ Financial Advisor. Gay Money | Straight Advice. Lover of Numbers and People.
Future Financial Plan.. @futurefinplan
40 Followers 265 Following A community of opportunity & accountability. 🤝 We are students, career changers, and young professionals supporting each other. Host: @finadvocaterach Join! ⬇️
Erik Smith, CFP® @eriksmithcfp
2K Followers 5K Following Chief Investment Officer @401Financial, Co-founder @ https://t.co/Xt0mJ5HfJQ
Wolverine Tax and Fin.. @WolverineTax
503 Followers 547 Following Ann Arbor, MI. Financial Advisor & Enrolled Agent: Gabriel Sandler, EA. (734) 999-1040 https://t.co/XBaJ10M922 Creator of the C-Suite Process ™
Cari Weston, CPA @CariWestonCPA
8K Followers 6K Following Strategic, future-focused, problem solving leader with a passion for growth, learning and not taking myself too seriously! All views my own.
Tim Urie, CFP® @t_urie
195 Followers 918 Following Managing Partner; husband and dad of 3 munchkins; Philly fan; enthusiastic and constant learner; entrepreneur at heart, loyal to a fault.
Counting on Her Podca.. @CountingOnHer
66 Followers 208 Following Sharing voices and insights from the @WIFSPhoenix and @WIFSNational community of #womensupportingwomen and #menwhochampionwomen in #financialservices
Matt Reiner @mattreiner
5K Followers 4K Following CFP®, CFA & Partner @yourwealth. Author. Speaker. Podcast Host. Focused on helping advisors integrate tech & financial services.
Susan C. Allen, CPA, .. @SusanAllenCPA
2K Followers 2K Following I talk about #tax and #finance. Sr. Director, Tax Agency Relationship @Dayforce. Ballet lover, wife, mom of two. I aim to foster more kindness and generosity.🔔 Attention current and former @StubHub employees! Big news on the horizon: Our @CitrineCapital team is here to guide you through the upcoming IPO journey, from equity planning to tax strategies and more. Get in touch today! 🚀 #StubHubIPO #FinancialPlanning
Exclusive: Online ticketing marketplace StubHub is aiming to go public by late summer, providing a new test of investor appetite for IPOs. theinformation.com/articles/stubh… By @coryweinberg
@Reddit employees - current and former: Congrats on your #IPO. Reach out to make a plan together to accomplish your goals and dreams. 🙌 #reddit #companyequity #equityplanning #RSU
Today is the day - Reddit's IPO is in the works. We've written a guide on how to think about this equity, what steps you can take to mitigate risk, and help secure your financial future. Check it out! #reddit #redditipo citrinecapitaladvisors.com/blog/reddit
Guy: "I'm frugal. I realized extra money doesn't bring me much joy. My wife says I'm too practical" Me: "What have you tried?" Guy: "Tipping waitresses" Me: "What else?" Most people who say this haven't really tried much. Spending money meaningfully is a skill!
Happy Birthday to fintwit’s most positive influence who’s always reminding us about how good things can be! (Also one of the biggest supporters of women in the industry!) Happy birthday @elenaspeaking ! Hope today is a blast! 🔥🎉🥳🎊🎁🎁🥳🎉🎉🎉
Waiting > 5 years to get a new laptop = Such overwhelming delight with how lightweight, fast, pretty, and well-behaving the new laptop is.
I have come back here at least 5 times in a panic that I used the wrong "its." Happy to report I did not.
Was reminded today of something I think it's easy to lose track of (esp in this Very Online World): Sometimes, your job can be just a job. Its role in your life? To pay the freaking bills. Passion is not a requirement. If you don't have it, it doesn't mean your job is bad.
Even big girls get scared. Our dog Pearl doesn’t like thunderstorms. She’s keeping me company like usual when I work from home. But even closer today!
Yesterday, I learned that if it’s the first time your podiatrist has seen a radiologist describe a patient’s plantar fasciitis as “severe,” you don’t get a prize. You get surgery. ✂️ While my friends are enjoying Shift, I’ll be having foot surgery & recovering. 🫠
Another thing I like about working with couples: When you see the obvious respect they have for and delight they take in each other. #relationshipgoals
Say hello to the newest member of the @Forbes Advisor Advisory Board 💁♀️
A client just created a LLM bot trained on my many many blog posts. (is this even the right way to describe it?) So fun. Clients are so fun sometimes. (And from a compliance perspective, I have told her to KEEP THAT SH*T AWAY FROM ME.)
This is my wife's idea of eating at home to save money. I'm never gonna retire, am I?
Looks like we will have plum jam this year! For the past several years we’ve lost the blooms due to frost in March. They’re set this year! Yay! #GratefulandBlessed #farmlife
#rainbow 🌈 Beautiful evening at home #BlessedAndGrateful
Celebrating the #taji100 medal with this guy who did them all with me! Thank you @FlagshipWMG 👊🏼🙏🏼
#TaxTwitter A professional has an S-Corp, generating $195k in profit while paying $25k in W2 wages. Has no employees, so all revenue is derived from efforts of the owner. CPA is saying "pay yourself anything and you're fine." This seems like an obvious reasonable comp issue, no?
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