Sid Misra

About Sid Misra

Financial uncertainty usually isn’t about the money; it’s about not knowing if you’re making the right decisions.I\'m Sid Misra, a Certified Financial Planner™, and I help individuals and couples approaching retirement or facing complex financial decisions get clarity before making moves that can\'t be undone.The questions I hear most often are:• Can I really retire when I think I can?• Am I doing enough, or am I missing something important?• How do I turn what I’ve saved into income without making mistakes?• Who’s making sure all of this actually works together?My role isn\'t to sell products or give one-time advice. It\'s to help you think decisions through, understand tradeoffs, and feel confident about the path you\'re on with a clear plan and ongoing guidance as life and markets change.I work best with people who value:• A second set of eyes on their financial plan• Thoughtful planning over guessing• Ongoing guidance, not just a one-time conversationI also have the benefit of learning alongside my father, Gautam Misra, who brings 30+ years of experience as a financial advisor, combining modern planning with a seasoned perspective.If you’re approaching retirement or facing bigger financial decisions and want clarity before acting, I’m always happy to be a resource or a sounding board.Schedule a call today: https://oncehub.com/Sid-MisraCertified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit

Experience

1. Lpl Financial Advisor

   Beacon Financial Group

   Jan 2019 — Present · Warren, NJ, US

   I am passionate about helping people achieve their financial goals so they can live their ideal life. As a Certified Financial Planner™ professional, my are of focus is on 1. Helping you prioritize your goals2. Understanding your current financial standing3. Bridging the gap in between4. Making sure it lasts for you and your spouse\'s life.I also love financial literacy and believe it is important for everyone to have an understanding of how the system works, which we are all part of. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am/we are registered to do business, please visit

Education

• University of Maryland

  Bachelor of Arts, Economics

  2005 — 2009