This is the question we all have an answer to whether we actively think about it or just have subconsciously created it. This comes up every time you meet someone new for the first time both personally and professionally. You can be interviewing for an investment banking job in New York City or interviewing to become a 6th-grade science teacher in Boston and you have to be able to show who you are and why someone should care in 20 seconds. It’s our natural elevator pitch.
My pitch goes a little something like this, “hi, my name is Steve Carrigg, I am a fee only CFPⓇ professional with Liquid Capital; I work with business owners and young professionals helping them plan and invest for their future goals. I accept no commissions for my work and as a fiduciary I must always act in the best interest of my clients”.
This blog series will be simple to read and aimed at answering the question of “why do I care”. There are endless topics I plan to cover, some will be personal finance related while others follow passions of mine.
Before we get into more topics I should tell you a little more about myself. Above and beyond my elevator pitch above. I grew up about 20 miles south of Boston on top of a hill with nothing but 10 acres of trees around me. I have a younger sister, Annee, mom, Lesley and dad, Richard. I couldn’t continue on without mentioning my yellow lab, Jagger (mom loves the Rolling Stones). Jagger is a 95 pound yellow lab that loves to pretend he is a lap dog and swim any chance he has. I have also been dating my long-term girlfriend since college, Maria. We met my Junior year and have been together for 6 years.
I have worked in the financial services industry since 2010 when I started interning for a wealth management office. I interned there all four years of college while I was studying Entrepreneurship at Bryant University. Upon graduation I joined Fidelity Investments as a financial analyst. Here I reviewed the different mutual funds and ETF’s offered on Fidelity’s retirement platform. I would review performance and profitability for Fidelity. The team I worked with would create P&L’s for each of the funds and present our findings to the board of directors. The data we provided would help Fidelity decide the funds fees going forward. After working at Fidelity I joined Sean Brown, and Liquid Capital in Norwell. Here we focus on investment management and planning for successful young professionals and business owners. We work with some of the largest asset management firms in the United States to build tax efficient, low cost portfolios for our clients.
While working with Sean I went back to Bryant and earned my certificate in Financial Planning. This allowed me to sit for the 6 hour exam to become a CERTIFIED FINANCIAL PLANNER™ professional. I passed the exam on my first attempt and can hold out the certificate that only roughly 25%* of all financial professionals have.
So, why do you care? If you want to learn a little about finance and personal financial planning while laughing at some cheesy jokes, come along and learn with me.
‘Till next time.
SJC OUT
*https://www.kitces.com/blog/becoming-a-cfp-professional-financial-advisor-compensation-benefits/