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Thread: Finacial Advisors

  1. #1
    Excalibur's Avatar
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    Finacial Advisors

    This is a huge forum. I am sure theres someone here who deals with financials and such! Curious if anyone would be willing to help? Looking for advice/ have some questions!

    Thanks!

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    Alister's Avatar
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    I'm guessing you're interested in personal finance instead of professional, but if you do happen to be looking for business finance, I'm happy to help if I can. My main role at work is to be our COO's main finance point of contact, so I do a lot of revenue forecasting, COGS sizing/analysis, working with the operations teams to staff appropriately, product margin analysis, stuff like that.

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  3. The Following 2 Users Say Thank You to Alister For This Useful Post:

    Excalibur (02-22-2024),Shawn (02-22-2024)

  4. #3
    Praise_the_Sun's Avatar
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    Quote Originally Posted by Excalibur View Post
    This is a huge forum. I am sure theres someone here who deals with financials and such! Curious if anyone would be willing to help? Looking for advice/ have some questions!

    Thanks!
    I work in finance though on the corporate side.

    I'd read The Simple Path to Wealth: (you need an account to see links)

    99% of folks would mostly benefit from index fund investing. This is the best book I've read on personal finance for the layman.

  5. The Following User Says Thank You to Praise_the_Sun For This Useful Post:

    Excalibur (02-22-2024)

  6. #4
    Excalibur's Avatar
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    Quote Originally Posted by Alister View Post
    I'm guessing you're interested in personal finance instead of professional, but if you do happen to be looking for business finance, I'm happy to help if I can. My main role at work is to be our COO's main finance point of contact, so I do a lot of revenue forecasting, COGS sizing/analysis, working with the operations teams to staff appropriately, product margin analysis, stuff like that.
    oh hm okay thank you @(you need an account to see links) id like to send a PM if you dont mind!

    Quote Originally Posted by Praise_the_Sun View Post
    I work in finance though on the corporate side.

    I'd read The Simple Path to Wealth: (you need an account to see links)

    99% of folks would mostly benefit from index fund investing. This is the best book I've read on personal finance for the layman.
    thank you as well! i wouldnt mind reading this. !

    this is more so asking about helping finacially- advice on a 403b with switching companies

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