Blog tagged as Financial Professional

Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?

10/14/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

As you look for a financial advisor, you may come across different titles. Here are some of the key differentiators of the most common titles for advisors.

Thinking of Investing During the Market Downturn? Consider These 5 Things First

01/24/2022 10:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market?

Investments Keeping You Up at Night? Managing Stress During Market Volatility

01/14/2022 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

5 Ways to Overcome Financial Stress

01/13/2022 12:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial stress is no joke, and the anxiety you feel about your money can be crippling. If you're starting to experience financial stress, try these 5 tips.

How Your Money Mentality Should Change in Retirement

01/10/2022 11:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon.

January Is National Financial Wellness Month

01/03/2022 09:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

January is Financial Wellness Month. Here are some tips on how to evaluate and improve your financial wellness.

Your 2021 Guide to Year-End Charitable Giving

11/10/2021 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

End-of-the-Year Money Moves in 2021

11/04/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Here are some things you might consider before saying goodbye to 2021.

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

10/22/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?

What Can a Financial Advisor Do For Entertainment Professionals?

08/24/2021 10:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Escient Financial works with entertainment professionals on both sides of the camera or microphone, across various disciplines, including movie and television production and post-production crew members, producers, directors, actors, athletes, writers, musicians, choreographers, dancers, and more.

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Monday - Friday: 9am - 5pm Pacific

Early Mornings, Evenings, & Weekends: Call or E-mail to Schedule

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Simi Valley, California

Available to work with anyone anywhere in the USA through virtual solutions.

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805.864.6555

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified 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.

* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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