Sid Misra
CFP®, Series 7, Series 65, Series 63
Member, NextGen Advisory Task Force
Sid Misra, CFP® is an LPL financial advisor with Beacon Financial Group based in Warren, NJ. He specializes in helping individuals and families secure their futures through financial planning.
Misra’s journey into financial services began in 2013 as an annuity wholesaler, where he learned about financial products and how advisors used them to help their clients. It was during this time that he started thinking about the possibility of becoming an advisor himself. After a few years and many conversations with his family, he decided to become an independent financial advisor.
Today, Misra is lucky enough to be building his own business while also having the privilege of working with and learning from his father, Gautam Misra. Gautam is a senior partner with Beacon Financial Group and has over 28 years of experience as a financial advisor.
One of Misra’s passions is financial education. He believes the more we understand the financial system, the more we can use it to our advantage. When he’s not building financial plans or creating educational content, you can find him at the gym or enjoying time with family and friends. He is also an avid traveler, intending to see as much of the world as possible.
Financial Planning
Insurance
Retirement Planning
Sid Misra, CFP® is an LPL financial advisor with Beacon Financial Group based in Warren, NJ. He specializes in helping individuals and families secure their futures through financial planning.
Misra’s journey into financial services began in 2013 as an annuity wholesaler, where he learned about financial products and how advisors used them to help their clients. It was during this time that he started thinking about the possibility of becoming an advisor himself. After a few years and many conversations with his family, he decided to become an independent financial advisor.
Today, Misra is lucky enough to be building his own business while also having the privilege of working with and learning from his father, Gautam Misra. Gautam is a senior partner with Beacon Financial Group and has over 28 years of experience as a financial advisor.
One of Misra’s passions is financial education. He believes the more we understand the financial system, the more we can use it to our advantage. When he’s not building financial plans or creating educational content, you can find him at the gym or enjoying time with family and friends. He is also an avid traveler, intending to see as much of the world as possible.
Financial Planning
Insurance
Retirement Planning