101 Town Center Drive
Suite 111, 07059
(908) 769-4333 x120
Siddharth Misra, CRPC®
"It takes 20 years to build a reputation and five minutes to ruin it." --Warren Buffett
Trust is the bedrock on which a financial planning relationship is formed. Without it, no real benefit will be achieved.
Sid joined Beacon Financial Group in 2017 after working for four years in the industry as an annuity wholesaler. He left the world of product wholesaling to become an independent financial advisor because he wanted to help people plan and take control of their financial future.
He is a graduate of the University of Maryland, College Park where he majored in Economics. Sid is Series 7 and 65 licensed through LPL Financial and is working on his CFP designation. He is also a National Social Security Advisor Certificate holder, giving him great knowledge and insight into social security and how to maximize benefits for individuals, couples and families.
Sid enjoys Cross-Fit and Hiking and is a fan of the NY Yankees. He is an avid traveler having lived abroad for 1.5 years after graduating from college. He also completed an “around the world” backpacking adventure over 2.5 months in 2017 before joining Beacon Financial Group.