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MIT (President, Class of 2010)
Mens et Manus
Financial Advisor, AIF
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Your employer match is FREE money. At the minimum, max your retirement plan match 🙌

#employeebenefits #401k #ira #rothira #financialadvisor 

Options expressed are those of DH Consulting Group of Raymond James and not necessarily those of Raymond James. All opinions are as of those date and subject to change without notice. Investing involves risk and you may incur a profit or less regardless if strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. The forgoing is not a recommendation to buy or sell any individual security or any combination of securities. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material.

This is a hypothetical story and not indicative of any specific situations or client. It is presented only as an example and not intended investment advice. Investing involves risk and there is no assurance that any investment strategy will be successful. taken in Beverly Hills, California by @kjyourfa
5
8 months ago
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If anyone is hiring in venture or private equity - got a great candidate for you! 🥳

#venturecapital #privateequity #stbarths #aspen #ilpastaio 

This is not an actual client call. This is an example for educational purposes only. 

Options expressed are those of Global Wealth Solutions Group of Raymond James and not necessarily those of Raymond James. All opinions are as of those date and subject to change without notice. Investing involves risk and you may incur a profit or less regardless if strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. The forgoing is not a recommendation to buy or sell any individual security or any combination of securities. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. taken in Beverly Hills, California by @kjyourfa
25
8 months ago
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My clients invest in AI thru CIPHER 🤖

#wealthmanagement #financialadviser #AI #robotics #machinelearning 

This is not an actual client call. This is an example for educational purposes only. 

Options expressed are those of Global Wealth Solutions Group of Raymond James and not necessarily those of Raymond James. All opinions are as of those date and subject to change without notice. Investing involves risk and you may incur a profit or less regardless if strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. The forgoing is not a recommendation to buy or sell any individual security or any combination of securities. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. taken in Beverly Hills, California by @kjyourfa
47
8 months ago
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I get this same call every time he goes to Miami…🥲

#financialadvisor #wealthmanagement #yacht #miami #beverlyhills 

Disclosure: This is not an actual client call. This is an example for educational purposes only. 

Options expressed are those of Global Wealth Solutions Group of Raymond James and not necessarily those of Raymond James. All opinions are as of those date and subject to change without notice. Investing involves risk and you may incur a profit or less regardless if strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. The forgoing is not a recommendation to buy or sell any individual security or any combination of securities. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. taken in Beverly Hills, California by @kjyourfa
40
8 months ago
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October = Tech Founders in Austin (@loroeats ), playing a round at the incredible @driftwoodgolfclub (thank you brother @jaybajaj_ ), onboarding employees at an incredible new company in SF, shaking and baking at @talladega with @boltscoach and @kauligracing 

A full spectrum whirlwind of serving clients fueled by purpose and @wafflehouseofficial . taken in United States of America by @kjyourfa
10
a year ago
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What an unforgettable night at NY Fashion Week ’25! Honored to host an incredible evening at Hourglass Cosmetics alongside Founder & CEO Carisa Janes, the President of Raymond James, and our outstanding investment banking & wealth management teams. 📈

Grateful for the chance to gather with some of NYC’s finest as Carisa shared her journey—how together we unlocked access to capital, navigated multiple exits, and continue to support her and her family as trusted advisors. 💡 Hearing her tell that story in her own words was more powerful than anything we could ever script.

Huge thank you to everyone who joined us and made the night so special. Until next time, NYC—I’ll be back soon! 🗽 taken in Hourglass Cosmetics by @kjyourfa
23
a year ago
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A year ago, I had an idea 💡

What if the MIT Class of 2010 came back to campus not just for a reunion toast, but with true intention? What if we came back to teach each other what we’ve learned across different industries and experiences.
To talk about the real stuff—love, heartbreak, family, failure, success, growth.

So I reached out. DMs, calls, emails, Zooms. Hundreds of classmates. One mission. Get to the institute.

This weekend, was the reunion… and we made MIT history— with the highest reunion attendance of all time. 💥

We came back with no egos, we came with gratitude, with support, with laughter and love. To me, life isn’t about what you have—it’s about who you have. Im so lucky to have this community. 🙏❤️

The reunion is over, but the spark is lit. I took a day to rest… but now, I have another idea. 😉

Lets talk about it. 

#MIT #Community #LifelongConnections 
#Leadership #CommunityMatters #AlumniImpact #PurposeDriven #Gratitude #LifelongLearning taken in Massachusetts Institute of Technology (MIT) by @kjyourfa
28
a year ago
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If you have children and want to optimize how to invest in their futures … let me teach you about all the benefits of a 529 plan 📚🎓

#529s #estateplanning #collegesavings #wealthmanagement

Disclaimer: 529 plans come with fees and expenses, and there is a risk that may lose money or underperform. Most states offer their own 529 programs, which may provide benefits exclusively for their residents. Please consider whether the state plan offers any tax other tax benefits. Tax implications can vary significantly state to state. State tax treatment of K-12 withdrawals may be made for qualified educational expenses. Otherwise, deferred earnings portion may be subject to taxes and a 10% penalty. Certain changes in beneficiary may result in a taxable event. Tax laws and provisions may change at any time. Death of the contributor prior to the end of the five-year period may result in a portion of contribution to be included in the contributor’s estate. Please consult a qualified tax professional to discuss tax matters. taken in Beverly Hills, California by @kjyourfa
6
a year ago
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Last week was incredibly special for my family. 

I had the honor to guest lecture at my hometown university @svsucardinals , and celebrate my father’s retirement 🥳

Appa has taught here for 35 years. As a kid, I used to do homework in his office after school. Later on I dual enrolled in classes throughout high school. This university provided a platform for my immigrant father to build his American Dream 🇺🇸

- Playing professor as I spoke on my own career and the various jobs, opportunities, and pathways in wealth management 📈

- Office hours after the lecture at @pierceroadbng to talk less about jobs and more about life after graduation. What to expect in your 20s ✨

- Appa’s retirement party brought colleagues, old students, retired faculty, and many friends to celebrate. it was a unique perspective to see how much he is loved and respected in our community. 🙏

- 35 years of teaching only made possible by 42 years of marriage. Umma is our glue. To be married that long is truly an “endangered species” 😂❤️

- Delivering the keynote. “Lessons from My Professor of Life” 📝 taken in Saginaw Valley State University by @kjyourfa
35
a year ago
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Investing your money, based in your risk tolerance, is the cornerstone of wealth management. But you may be surprised how significant taxes can impact your investments 📈📉. The math is eyeopening ! 👀

#tariffs #taxes #trading #investing #wealthmanagement

Disclaimer: This is a hypothetical example for illustration purpose only and does not represent an actual investment. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professionals. taken in Beverly Hills, California by @kjyourfa
10
a year ago
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A year ago I joined the Global Wealth Solutions Group of Raymond James and it has been the best decision of my life. This past year is truly the happiest I’ve ever been living in my full purpose.

I look forward to a lifetime of learning, teaching, and pattern-matching for the people I care about the most. 

Thank you to my family and friends for your trust and support in me - this is just the beginning ! taken in Beverly Hills, California by @kjyourfa
58
2 years ago
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What an honor to get a personal tour of @figure_robot from CEO @brett_adcock 🤖

Humanoids represent the largest global market opportunity and FigureAI has become a clear leader in the space. They are the 1st robotics company to solve autonomy.

Backed by Bezos, Microsoft, NVIDIA, OpenAI, Boston Dynamics, NASA, and Intel - the speed in which they’ve captured the market is a hallmark of the talent density in their engineers and team. They have assembled the Avengers of AI and Robotics. The talent density here is special. The KPI of time on release is measurable. Brett leads the charge with vision and execution 🦾

Personally - seeing these humanoids operate autonomously was an @mit fantasy turned into reality.  These humanoids will work in harmony with our world to allow us to take the next steps in our evolution. The future is here 💡⚡️🚀

#robots #figureAI #amazon #bmw #nvidia #tesla #optimus #microsoft #openai #chatgpt #intel #nasa #humanoids #science taken in San Jose, California by @kjyourfa
2
2 years ago
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