Good financial/wealth management advisor in the Bay Area? | FerrariChat

Good financial/wealth management advisor in the Bay Area?

Discussion in 'California & Nevada (Northern)' started by damage, Sep 19, 2006.

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  1. damage

    damage Formula Junior

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    Jarod
    Just looking for some referrals or recommendations. Particularly someone that has experienced with taxes in regards to stock options. I need to know where to put my money so Uncle Sam won't rip me a new one this year (again).
     
    damage, Sep 19, 2006
    #1
  2. AutoXer

    AutoXer Formula Junior

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    PM Dan, Financialman on this site and he can help you!
     
    AutoXer, Sep 19, 2006
    #2
  3. SANguru

    SANguru Formula 3

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    2nd that for Dan..
     
    SANguru, Sep 19, 2006
    #3
  4. damage

    damage Formula Junior

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    Alright, 2 for dan. Anyone other recommendations?








    BTW, I thought I could edit my own posts..did the edit button go away or is it just me? :eek:
     
    damage, Sep 19, 2006
    #4
  5. redhead

    redhead F1 Rookie

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    + 3 for Dan.

    And it goes away after one hour. :)
     
    redhead, Sep 19, 2006
    #5
  6. Financialman

    Financialman Formula 3

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    Dan Carpenter
    4 for Dan! Can I vote for myself? Just kidding. Absolutly I can help and there is no consultation fee. Dan
     
    Financialman, Sep 19, 2006
    #6
  7. ThisFlyGuy

    ThisFlyGuy Formula 3

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    wow, he's that good?

    i need some advice on write- offs.......can you help with that?
     
    ThisFlyGuy, Sep 19, 2006
    #7
  8. Financialman

    Financialman Formula 3

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    Dan Carpenter
    I am good, but just important I am honest! Dan
     
    Financialman, Sep 19, 2006
    #8
  9. SANguru

    SANguru Formula 3

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    unless you want to contribute to Dan's Stradale fund.. ;)

     
    SANguru, Sep 20, 2006
    #9
  10. damage

    damage Formula Junior

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    Thanks, I'll contact you shortly. BTW, will you be at this Saturday's Santana Row meet? Maybe we can chat a bit there?
     
    damage, Sep 20, 2006
    #10
  11. damage

    damage Formula Junior

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    I'm hoping he can help grow mine! :-D Well unless he recommends I put my money elsewhere...
     
    damage, Sep 20, 2006
    #11
  12. Financialman

    Financialman Formula 3

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    Actually I do not make all that much at my proffesion. I make most of my money on the investment side! Yes I do have a car fund that is doing very well, I just hate to sell my 99 360. Some of us know how fast the 99's are! Dan
     
    Financialman, Sep 20, 2006
    #12
  13. Financialman

    Financialman Formula 3

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    I will not be able to make SR this Saturday, my son has a baseball game at 9:00AM. Send me a PM and we can make some time. Dan
     
    Financialman, Sep 20, 2006
    #13
  14. robbie

    robbie F1 Rookie

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    Try Theresa Martinelli-Jones at Smith Barney in San Jose [email protected] (408-947-2259) and she's a 328 driver too. Specializes in retirement investments.

    Robert
     
    robbie, Sep 20, 2006
    #14
  15. SROC4

    SROC4 Formula 3

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    Dan is the man...and yes 99's rule!!!
     
    SROC4, Sep 20, 2006
    #15
  16. damage

    damage Formula Junior

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    My only worry about advisors from financial firms like that is they'll try to convince me to invest in their stuff. I do have an account with Smith Barney though. Hmm.
     
    damage, Sep 20, 2006
    #16
  17. Paul N

    Paul N Karting

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    Thats the problem with using one of the Wall Street boys. How do you know you aren't getting conflicted free advice? If they put you into an asset vehicle that they make money on, it CANT be.

    I use Presidio Financial Partners in San Francisco, but they have offices in other areas as well.

    http://www.presidiofp.com

    -p
     
    Paul N, Sep 30, 2006
    #17

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