Jay Williams CFP®, CIMA®, AIF® @_401Jay
Financial Planner for Millennial Professionals • Husband, Dad x 3 • Miami Dolphins Fanatic • *anything here ≠ financial advice* 401jay.com CRW ✈️ MIA Joined July 2009-
Tweets13K
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Jay Williams CFP®, CIMA®, AIF® retweeted
I’ve talked to just about 100 financial advisors over the last few months, and I can honestly tell you as an outsider to their industry: 1) They’re not all trying to 'scam' you 2) No matter how they charge (flat fee, hourly, AUM), it usually shakes out to similar rates AUM…
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Jay Williams CFP®, CIMA®, AIF® retweeted
If you’ve seen this, You need a financial plan.
Jay Williams CFP®, CIMA®, AIF® retweeted
We’re excited to share that Wander has raised a $50M Series B from @QEDInvestors and @fifthwallvc with @Redpoint @uncorkcap @starwoodcapgrp @BreyerCap @AuthenticVC @ActivantCapital @Soma_Capital @alumniventures @ForecastLabs and many other incredible investors.
https://t.co/NheImXnSGm
Jay Williams CFP®, CIMA®, AIF® retweeted
Your financial advisor should not be “positioning” your investments prior to the upcoming election. Your financial plan drives your investments, not the election.
My kids would sleep until 10 on school days if we let them. But they’re up at 5:45 every Saturday, without fail. 🫠
My family will be celebrating Ryan’s birthday today by reading his book together. You can too! Amazon Link: a.co/d/c9PfYjY
My family will be celebrating Ryan’s birthday today by reading his book together. You can too! Amazon Link: a.co/d/c9PfYjY https://t.co/xKb6oaZD1B
Jay Williams CFP®, CIMA®, AIF® retweeted
CFP Board expanding PR efforts to help high-school/college students explore financial planning as a career. Great to expand awareness, but how many just get churned & lost in sales jobs? "Facing talent pipeline woes, RIA trade bodies explore solutions" citywire.com/ria/news/facin…
That’s a wrap on FutureProof 2024, from @FutureProof_HQ in Huntington Beach! What an incredible experience for me as a first timer. Thanks to everyone I met and got the opportunity to interact with and learn about your business!
Out here at @FutureProof_HQ #futureproofFestival Can’t wait to meet internet friends in person! Who else is here?!
Any FA’s out there registered with the NFLPA and want to share your experience? Would love to hear your perspective…
Something for the “that’s a write-off” crowd
Something for the “that’s a write-off” crowd
Jay Williams CFP®, CIMA®, AIF® retweeted
Things that you love to hear:
Anyone here use @Get_Elements and can provide a review? I use moneyguide currently but like the potential simplicity of the elements tiles that @thetattooadvisr showed off yesterday
Summer social media break. Will return after Labor Day. ✌🏼😎
Jay Williams CFP®, CIMA®, AIF® retweeted
Please stop! Go sell shoes instead of that weird insurance product you're selling to my mom.
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