SageMint Wealth @SageMintWealth
A fresh approach to wealth management. Live well. Do good. Securities offered through LPL Financial, Member https://t.co/V383z9a0iI / https://t.co/QGo7vGnl3G sagemintwealth.com Irvine, CA Joined August 2019-
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95% of Americans plan to look for a new job this year, according to a recent survey. Here's how to switch jobs strategically, so you don't disrupt your career path or financial goals. #CareerTips #Money #Plan #Goals #Success cnbc.com/2024/03/29/how…
Preparing financially for divorce isn’t just about protecting your assets; it’s about laying the foundation for your future financial stability and independence. Our latest blog post explores 8 steps to navigate the transition with financial confidence. sagemintwealth.com/preparing-fina…
Wishing all who are celebrating a meaningful and joyous Passover. Chag Pesach Sameach! 🌿🕊️ #Passover #LiveWellDoGood
Today marks National Teach Children to Save Day, a day dedicated to empowering our future generations with the knowledge and habits they need to achieve financial success. 💰 Instilling the value of saving early on paves the way for lifelong financial health and wisdom. 🌱✨
April is #CommunityServiceMonth! At SageMint Wealth, we believe that true wealth isn't just measured by what we have, but also by what we give back to our communities. To our clients, friends, and community partners: thank you for joining us in this journey of service and impact.
If you aren’t taking the standard deduction, you might qualify for tax breaks for charitable donations. Here's what you need to know to make the most of this potentially valuable tax deduction. wsj.com/personal-finan… #Taxes #LiveWellDoGood
April is #FinancialLiteracyMonth, a time to empower yourself with the knowledge to navigate the complexities of personal financial management. Whether you’re accumulating wealth or seeking to preserve it, education can help you make informed decisions for your financial future.
🗓️ Tax Day Reminder! April 15th marks the official deadline for filing your federal income tax returns. Whether you’re expecting a refund or gearing up to make a payment, completing your tax return is a major financial milestone for the year. We’re here to help if you need us.
As Tax Day approaches, don’t forget that April 15th is the last day to make your IRA contributions for the 2023 tax year! Contributing to your Individual Retirement Account (IRA) not only helps secure your financial future but may also lower your taxable income for the year.
While many of us work hard to earn a steady income, transforming that income into lasting wealth is a journey that requires strategic planning and discipline. Check out our latest blog post to learn more. #Money #Wealth #LiveWellDoGood sagemintwealth.com/income-vs-weal…
🌷🐣 Wishing all who celebrate a joyful Easter filled with love, laughter, and the warmth of the spring sun. May this day bring you happiness and a renewed sense of hope and peace. 🐰🌞 #HappyEaster #SpringRenewal #LiveWellDoGood
Regardless of their household income, 93% of women feel stress when it comes to money, according to a new report by Fidelity Investments. Here's why building a cash reserve can provide security and peace of mind. #Money #Wealth #WomenEmpoweringWomen cnbc.com/2024/03/01/93p…
States will come after you if they think your second home is for dodging taxes, but careful planning and record-keeping can support your case. Here's what you need to know if you’re considering buying a second home out of state. wsj.com/personal-finan… #Taxes #RealEstate
🏠💡 Deciding whether to buy or rent your home? Whether you choose the flexibility and simplicity of renting or the long-term investment and stability of homeownership, the key is to align this decision with your overall life plan. 🎯 sagemintwealth.com/buying-vs-rent…
💳📈 March is National Credit Education Month. A healthy credit score is the foundation of financial freedom and empowerment, unlocking doors to major life milestones, like buying a home, financing a car, or starting a business. #NationalCreditEducationMonth #LiveWellDoGood
The #Fed has hinted at the possibility of reducing rates as early as this year, which could present a mix of challenges and opportunities for savers and investors. Here's how to take advantage of this potential shift in the economic landscape. sagemintwealth.com/how-to-prepare…
Happy Client's Day to all of our clients! Today, we celebrate YOU – the heart of our business and the reason we strive for excellence every day. 🌟 Your trust, support, and feedback not only drive us forward but inspire us to continuously improve and innovate. 🚀 #LiveWellDoGood
Whether you're receiving a job offer or it's time for your annual review, negotiating your salary is key to advancing your career and recognizing your worth. 📈 sagemintwealth.com/8-powerful-tip… #CareerTips #LiveWellDoGood
We're thrilled to share that our very own Anh Tran, CFP®️ has been named to @LPL's prestigious Summit Club for 2024! This distinction places her among the top 2% of financial advisors nationwide, a true reflection of her unwavering dedication and commitment to excellence. 🥂
With Tax Day quickly approaching, preparation is key to a smooth tax filing experience.🧾 By starting your tax prep early, you can avoid the rush of tax season and reduce unnecessary stress.⏳ As always, we're here to help. #TaxPrep #LiveWellDoGood
UC Davis Veterinary M.. @ucdavisvetmed
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Corey Westphal, CEO a.. @mobileassistCEO
141 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
SAIDU ISMAILA.NYAN.$S.. @saidu4urp
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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
Viceroy Wealth @ViceroyWealth
32 Followers 792 Following Wealth...planned well. Life...lived well. Discipline & consistency in an overly noisy world. Securities offered through LPL Financial, Member SIPC https://t.co/zkbsxm6hM7
Marci Bair, CFP® @MarciBair
1K Followers 2K Following President @BairFinancial Independent CFP®, #Investing with #ESG #SRI factors. Securities offered through LPL Financial, Member SIPC https://t.co/0ZqgzBIRjy
anne russell @russelldiva
282 Followers 842 Following
Keri I. Pugh CFP®, A.. @KeriIPugh
2K Followers 3K Following Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC https://t.co/R6PQK3nlDl
NOBA SIGMA GROUP. @nobaunlimited
406 Followers 3K Following a proudly indigenous multidisciplinary services group with diversified interests & operations in Africa's natural & built environments. Sigmaworks | Onotiagro.
Omario E. O. Ikpọmw.. @theedoblood
271 Followers 4K Following Royalty & proud Alkebulan (African) from the Great Benin Empire. Aimiẹ Ẹvbo na ya giẹdo. Ọmọ N'Ọba N'Ẹdo gha tọ kpẹre.
beat-1👣11✌🏾.e.. @beat_1_11
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Motivate Your Money! @MotivateYourMNY
107 Followers 499 Following Whatever motivates YOU, motivates your MONEY! #Money #Motivation #MacNuggets
ALESTA GLOBAL @AlestaGlobalUK
724 Followers 4K Following AlestaGlobal Consulting and Foreign Trade Ltd in London #startup #enterpreneur #crowdfunding #ecommerce
NorthStar Securities .. @NorthStarSEP
51 Followers 765 Following Study materials for the FINRA SIE, Series 6, Series 7, Series 9/10, Series 24 and NASAA Series 63/65/66 exams. Free Quiz Apps, too!
David Buzo, MBA⚡️ @TheDavidBuzo
880 Followers 2K Following Chief Marketing Officer at Independent Advisor Alliance | Securities offered through LPL Financial, Member SIPC https://t.co/dsZdqFubdK
Irina Kainz, MBA, FRM @KainzIrina
453 Followers 2K Following Investment Management, Co-Founder, Chief Investment Officer; Market expert; professional coaching and advisory services. Invest with style and quality
Jimmy Miller @JimmyMagicno4
2K Followers 898 Following University of Virginia Men’s Basketball Radio Analyst. President of Magicians 6’8” and Taller Club. Financial Advisor. Dad. Optimist 💪
Independent Wealth Co.. @indepWealth
591 Followers 2K Following Securities offered through LPL Financial, Member SIPC. https://t.co/EIJF6wMufn.
Greg Gates @GregGatesLPL
310 Followers 267 Following Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member https://t.co/gYG3yUS7KR & https://t.co/ctIZ1PxVMX
Jay Williams CFP®, C.. @_401Jay
2K Followers 1K Following Financial Planner for Millennial Professionals • Husband, Dad x 3 • Miami Dolphins Fanatic • *anything here ≠ financial advice*
Fernando Aldana @Ptownfav
197 Followers 5K Following Father to the most amazing girl in the whole universe.
The Thrifty Wealth Bu.. @englishthea1
616 Followers 4K Following This blog goes beyond the standard frugal living content that emphasizes saving money and eliminating debt. This blog focuses more on wealth building topics.
Ryan Krystopowicz, CF.. @ryankETFmodels
835 Followers 2K Following ETF Model Portfolios @WisdomTreeFunds | Golf& Darts| BigBrother BigSister NYC Mentor | https://t.co/a27YbSZZNF https://t.co/jn1m2IudzQ
Sumit Muthiyan @sumit_muthiyan
143 Followers 2K Following Indirect Tax Analyst at US MNC CPA Aspirant Taxation ❤️
Females and Finance @FemalesNFinance
2K Followers 792 Following We believe Women Will Change Financial Service™ at #FemalesAndFinance. JOIN US to help Hire, Mentor, Train, and Advance 100,000 women in #FinServ and #FinTech!
Donna P. @DonnaPotiker
1 Followers 5 Following
WISEPlace @WISEPlace
420 Followers 313 Following Providing housing solutions and wrap-around services, including counseling and case management, so women experiencing homelessness do not face adversity alone.
Dave Hoffman @forumplanner
462 Followers 385 Following Founder - Asset Allocator Institute Author - Producing Success, A Career Guide for Conference Producers
Trevon McField CFC @TrevonMcField
12 Followers 54 Following As your Couples Financial Coach, I help you be consistent with spending your money comfortably 💰💵😇
Jeff Thomas, Host of .. @InvMasterminds
320 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
SHOOK Research @shookresearch
1K Followers 1K Following The @forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data.
UpTick Recruiting @uptickstaffing
144 Followers 1K Following At UpTick Financial, we are dedicated to developing relationships with our clients and addressing their hiring needs. 👋contact us today! marc@uptickrecruiting
Blue Horizon Capital @BlueHorizonCap1
638 Followers 5K Following Blue Horizon Capital (BHC) is wholly focused on the Energy Transition. We created The Blue Horizon New Energy Economy 100 Index to best capture this theme.
Rene A. Valtier @Gruntgunner9
422 Followers 5K Following Retired Navy Veteran living in Palm Springs
Victor Orozco, CFP®,.. @V_I_C_T_O_R___
953 Followers 774 Following Managing Partner @BairFinancial - Planning for Sustainable Wealth - #ESG - Securities offered through LPL Financial Member SIPC, https://t.co/euLWycUi43
HON BEKOE MAC ZILPHA @HON_BEKOE
340 Followers 3K Following until we speak up and act. our efforts to achieve what we deserve is just a Puff of a smoke
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
[email protected] @MarkLeibman
2K Followers 3K Following Stop in and see us at https://t.co/3fWSQC7xdG, online, or on Main. https://t.co/18KT5Q7Fot Securities offered through LPL Financial, Member SIPC (https://t.co/Y980cE1a3B).
Sree Shishir Roy @shishir_sree
631 Followers 4K Following Hi, I am Sree Shishir Roy from Bangladesh. I am professional Graphic designer, I have 10 Years experience in Graphic design ,Logo Design, Business Card Design.
Nena Chhoum @NenaChhoum
256 Followers 190 Following Sr. Consultant | Advisor Diversity & Inclusion with @LPL LPL Financial Member SIPC (https://t.co/boEjeBXeSc)
Lauren Taylor Riley @LaurenBTaylor_
1K Followers 611 Following Senior Vice President | Comprehensive Advice @LPL LPL Financial Member SIPC https://t.co/CP9TfMk8Q4
Arise Private Wealth @arise_pw
56 Followers 147 Following Financial Advisors serving Palos Verdes Community - wealth management services. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/9nnqvLhW3B
David Buzo, MBA⚡️ @TheDavidBuzo
880 Followers 2K Following Chief Marketing Officer at Independent Advisor Alliance | Securities offered through LPL Financial, Member SIPC https://t.co/dsZdqFubdK
Greg Gates @GregGatesLPL
310 Followers 267 Following Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member https://t.co/gYG3yUS7KR & https://t.co/ctIZ1PxVMX
Irina Kainz, MBA, FRM @KainzIrina
453 Followers 2K Following Investment Management, Co-Founder, Chief Investment Officer; Market expert; professional coaching and advisory services. Invest with style and quality
Jay Williams CFP®, C.. @_401Jay
2K Followers 1K Following Financial Planner for Millennial Professionals • Husband, Dad x 3 • Miami Dolphins Fanatic • *anything here ≠ financial advice*
WISEPlace @WISEPlace
420 Followers 313 Following Providing housing solutions and wrap-around services, including counseling and case management, so women experiencing homelessness do not face adversity alone.
Chelsea Ball @ChelseaBall08
381 Followers 285 Following She/Her/Hers Sr. Consultant | Client Communities and Sustainability with @LPL LPL Financial Member SIPC (https://t.co/Rg8nS4KyrJ)
Rich Steinmeier @RichSteinmeier
872 Followers 2K Following Managing Director Business Development , LPL Financial Member SIPC https://t.co/wx0daFmCRk
LPL Research @LPLResearch
22K Followers 876 Following @LPL’s Research team makes sense of the financial landscape. Member SIPC https://t.co/87fHRn8qwy
Independent Wealth Co.. @indepWealth
591 Followers 2K Following Securities offered through LPL Financial, Member SIPC. https://t.co/EIJF6wMufn.
Danielson Financial G.. @DanielsonFinanc
251 Followers 345 Following Deborah L. Danielson, CFP®, MSFS President & Owner. Securities offered through LPL Financial Member FINRA, SIPC https://t.co/v6tLKnZn8g https://t.co/8uceXHJUIc
Females and Finance @FemalesNFinance
2K Followers 792 Following We believe Women Will Change Financial Service™ at #FemalesAndFinance. JOIN US to help Hire, Mentor, Train, and Advance 100,000 women in #FinServ and #FinTech!
Donna P. @DonnaPotiker
1 Followers 5 Following
SHOOK Research @shookresearch
1K Followers 1K Following The @forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data.
Victor Orozco, CFP®,.. @V_I_C_T_O_R___
953 Followers 774 Following Managing Partner @BairFinancial - Planning for Sustainable Wealth - #ESG - Securities offered through LPL Financial Member SIPC, https://t.co/euLWycUi43
Tower 68 Financial Ad.. @Tower68FA
49 Followers 7 Following Your Wealth Management Partners 🌊 Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/IbuhMzolXh / https://t.co/ZDcGzUl8ge
Ian Karnell @iankarnell
7K Followers 7K Following CEO | https://t.co/RwdU8PTc05 Powering Financial Advisor Growth with AI Automation AI-Powered SaaS (Systems-as-a-Service)
Anh Tran, CFP®, Esq. @AnhTran_SMW
774 Followers 531 Following Live Well, Do Good | 💰planner, ⚖️, mom of boys, foodie, wanderluster | Securities offered through LPL Financial. Member FINRA/SIPC
James Clear @JamesClear
993K Followers 0 Following Author of the #1 NYT bestseller Atomic Habits (https://t.co/aWrO9DWkH5). I write about building good habits. Over 3 million people read my 3-2-1 newsletter.
Claire D’Addario Mc.. @clairedmccarth1
606 Followers 910 Following Claire is a senior vice president of Institution Services Business Consulting at LPL Financial. LPL Financial Member SIPC https://t.co/a9hlWwzlVU
Julia Carlson @JuliaCarlson_
10K Followers 6K Following Inspired #CEO, #Entrepreneur, #Mom, #Health, #Wealth Advisor ⭐️ Securities offered through LPL Financial, Member SIPC https://t.co/qSpAmPGHeQ.
Arise Private Wealth @arise_pw
56 Followers 147 Following Financial Advisors serving Palos Verdes Community - wealth management services. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/9nnqvLhW3B
Nena Chhoum @NenaChhoum
256 Followers 190 Following Sr. Consultant | Advisor Diversity & Inclusion with @LPL LPL Financial Member SIPC (https://t.co/boEjeBXeSc)
Kathleen Zemaitis @KMZemaitis
639 Followers 429 Following Empowering advocate of women, ally, stormer and former, entrepreneur,cupcake lover, #Diversity and #Inclusion #women #ZInclusion
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
Lauren Taylor Riley @LaurenBTaylor_
1K Followers 611 Following Senior Vice President | Comprehensive Advice @LPL LPL Financial Member SIPC https://t.co/CP9TfMk8Q4
Burt White @_BurtWhite
11K Followers 989 Following Chief Strategy Officer of @CarsonGroupLLC; On a Noble Quest to Help You Find Your Freedom! Advisory services through CWM, LLC, Registered Investment Advisor.
Dan Arnold @DanHArnold
2K Followers 610 Following President & CEO, LPL Financial. Father of 3. Auburn Fan. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/QUhj5omzik
Ronnie Clark, CKA® A.. @_ronnieclark
453 Followers 591 Following LPL Financial Advisor Financial Planning & Wealth Management. Securities offered through LPL Financial. Member SIPC https://t.co/7YlmlHYmaB
Katrina Hooks-Wiggins.. @KHWigginsLPL
207 Followers 151 Following Senior Communications Consultant | Culture & Inclusion | LPL Financial | Member of FINRA/SIPC https://t.co/aGxLojj34W and https://t.co/8nzJmTBG5b
[email protected] @MarkLeibman
2K Followers 3K Following Stop in and see us at https://t.co/3fWSQC7xdG, online, or on Main. https://t.co/18KT5Q7Fot Securities offered through LPL Financial, Member SIPC (https://t.co/Y980cE1a3B).
Brenna Walraven @KnowBS
600 Followers 784 Following Real estate operations and sustainability leader. Driver of business case approach to greening.
Dennice Wilson @WilsonDennice
11 Followers 149 Following
Kari Middleton @karimiddletonwm
40 Followers 83 Following I’m Kari Middleton, Financial Consultant and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management.
Heather Randolph Cart.. @hrandolphcarter
2K Followers 2K Following Communication and marketing executive; diversity and sustainability advocate; sports fan(atic)
Maria Marsala @mariamarsala
3K Followers 2K Following Award-winning Business Consultant, Exec. Coach. Improving financial businesses & bettering the lives of female Financial Advisors, CPAs, and Insurance Advisors
Michelle Balatero, CF.. @MCBalatero
182 Followers 192 Following Assistant Vice President, Client Communities @LPL | Securities offered through LPL Financial, Member SIPC. https://t.co/0LhZdja8a5
Matthew Enyedi @yedi31
3K Followers 1K Following Managing Director Business Solutions, LPL Financial Member SIPC https://t.co/1GMBpYeXvW
Ed Fandrey @EdFandrey
360 Followers 368 Following
Arthur Osman @ArthurOsman
854 Followers 1K Following Wealth Management Consultant; Executive Performance Coach; Financial Services Executive; Keynote Speaker; Entrepreneur; Board Member
Matt Audette @maudette2
1K Followers 1K Following Chief Financial Officer, LPL Financial. Member https://t.co/iVPauHhqib & https://t.co/6DHATlNWR4
LPL Financial @LPL
25K Followers 2K Following We take care of our advisors, so they can take care of their clients. Follow @LPLResearch for market guidance. Member SIPC https://t.co/0fRATJzMtL
Modern Wealth Law @ModernWealthLaw
27 Followers 42 Following Orange Estate Planning Attorneys and Probate Lawyers@SageMintWealth @advisorhubinc Congratulations on this achievement, Anh! We’re proud to be your partner.
@AnhTran_SMW @ModernWealthLaw @SageMintWealth What a great look and motto.
@SageMintWealth Thank you for joining us! We loved having you 🎄
#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran: kitces.com/blog/anh-tran-… @AnhTran_SMW @SageMintWealth #Advicers #Solo #Differentiation
Wishing you and yours a safe and happy #Halloween from SageMint Wealth! #LiveWellDoGood
Turn Monday ☹️ into Funday 😃 with this lookback at #LPLFocus 2022 👇
Great learning from these ladies!! @LPL
An outstanding panel discussion. #LPLFocus
The quiet before the storm #LPLFocus #FocusonWomen #RiseNThrive #
Raise your hand if you’re excited for #LPLFocus on Women🙋♀️ #LPLWomen #LPLInclusion
@callieabost @LauraLaTourette @RamonaCFP @SageMintWealth @lealandaverde @queerfinancier off the top of my head but I feel like I’m forgetting some
SageMint Wealth was a proud sponsor at Impact Giving’s 13th Annual Awards event this week. It was great to finally be together in person again to celebrate our incredible grant recipients. Congratulations to this year's recipients! #LiveWellDoGood #makeanimpact
📖 Author of 6 New York Times bestsellers 🎙️ Podcast host ✍️ Staff writer for @NewYorker 🏆 One of @TIME's 100 most influential people We're excited to welcome @Gladwell to the #LPLFocus stage! #LPLAdvisors, join us July 24-27 in Denver. ow.ly/CoSW50JoWm4
Over the next several weeks, we’re helping you get to know our executives. These best-in-class leaders inspire us to innovate, challenge us to think differently and keep us focused on you—our advisors. To begin, we introduce to you @DanHArnold, president & CEO. #WeAreLPL
Congratulations @AnhTran_SMW !! 🤗
Join us in celebrating @AnhTran_SMW of @SageMintWealth as the recipient of @wealth_report’s AAPI Financial Advisor of the Year! 🏆 Learn more about Anh and the WSR Pathfinder Awards: ow.ly/G6oz50JjWqS #AAPIHeritageMonth
Finding joy in the simple things this weekend, like finally getting art hung on my office wall 🙌🏽
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