Overview
Financial advisors form a crucial part of the investing world and they offer a wide variety of products and services that can provide traders with an array of benefits. It is, however, imperative that traders ensure they only use legit professionals who have a fiduciary duty in acting in the best interest of their clients.
Thanks to social media, it is not easier for traders to connect with such financial advisors through platforms such as LinkedIn, Facebook, and especially Twitter. The financial advisors that South African traders are advised to followed are viewed and discussed in the sections below.
Josh Brown (@reformedbroker)
Josh Brown is a financial advisor as well as the CEO of Ritholtz Wealth Management, working with the aim of helping traders and investors align their investments with the financial goals that they set for themselves in addition to helping manage their portfolios.
Clients range from net-worth households to corporations, retirement plans, and charitable foundations. Josh Brown reaches a large audience through his company website as well as his twitter platform, sharing his insight with many who seek help, advice, and guidance in making improved trading and investment decisions.
Blair H duQuesnay (@blairhduquesnay)
Blair H duQuesnay is another popular figure on Twitter, with more than 13,000 followers and her own website called The Belle Curve. duQuesnay is an investment advisor at Ritholtz Wealth Management and she works with a variety of clients to develop sustainable financial plans as well as investment strategies.
She has a weekly feature called ‘This week in Women’, amidst numerous other features on her website that focuses on an array of topics. By following her on twitter, traders and investors are bound to receive valuable insight.
Sophia Bera (@sophiabera)
Sophia Bera has been on Twitter since 2011 and has more than 10,500 followers. Her feed is filled with a variety of financial topics including, but not limited to her opinions on business, advice on tackling financial tasks, how phone calls can save people money, how the pandemic could affect the ability of people to make simple business decisions, and much more.
Bera also has her own website called Gen Y Planning, which allows people to focus on their lives instead of on finances, helping them make their money match their values whether they are 20 years old, 40, or older.
Sheryl Garrett (@sherylgarett)
Sheryl Garrett has been a part of the Twitter community since 2009 and has more than 8,000 followers. Garrett also has her own website called Garrett Planning Network, with Garrett as the founder.
Garrett uses the Twitter platform to share a variety of insights in addition to retweeting valuable insights from other Twitter users and influencers regarding finances. This helps ordinary people in their journey to make better financial decisions and to explore the options that they have towards financial planning.
Jeff Rose (@jjeffrose)
Jeff Rose is a certified Financial Planner (CFP) who is not only active on Twitter but hosts an array of YouTube channels that are focused on helping people ‘hack their wealth’. When clicking on the link featured on his Twitter Bio, people are redirected to a YouTube video titled ‘How I turned $509 into $10 million Dollars (as a side hustle).
Most of the posts on his Twitter feed surround a variety of topics such as how to get approved for credit in a financial downturn, how to improve your finances, scams that people must look out for, differences between successful and unsuccessful investors, and much more.
Marty Morua (@martymorua)
Marty Morua is not a financial influencer on Twitter, however, he does share a substantial amount of valuable insights regarding real estate as well as financial advice that may help a lot of people, even if it is merely to steer them in the right direction.
Russ Thornton (@russthornton)
Russ Thornton uses his Twitter account and subsequent website called ‘Wealth care for Women’ to focus on helping especially young women, widows, and single mothers in obtaining financial power and freedom despite facing a variety of challenges.
Dan Serra (@danserra)
Dan Serra is a CFP, expert advisor, and Certified Divorce Financial Analyst that helps a variety of people achieve retirement goals, manage their taxes, pay for tuition, and more. Serra has been active on twitter since 2009 and has more than 1,500 followers.
Serra retweets a variety of useful articles in addition to actively posting various tips, tricks, and advice surrounding financial planning that could be helpful to numerous individuals.
Brittney Castro (@brittneycastro)
Brittney Castro is the CEO and Founder of Financially Wise, Inc. in addition to being a CFP, entrepreneur, and head of education at Altruist Corporation. Castro offers classes, virtual sessions, and more in addition to sharing useful insight on her Twitter page.
Mary Beth Storjohann (@marybstorj)
Mary Beth Storjohann has been active on Twitter since 2011 and is the Founder of Workable Wealth and CMO at Abacus Wealth. Storjohann is a CFP, speaker, author, Podcaster, and popular figure on the Twitter platform, offering her more than 7,000 followers with advice, insight, and help with all thing’s finances.
Alan Moore (@r_alan_moore)
Alan Moore is a popular Twitter figure in addition to being a speaker, consultant, serial entrepreneur, founder of Alan Moore Financial and cofounder of XYPlanning.
Alan works to provide his more than 8,000 followers on Twitter with insight, guidance, and information on finances, amidst other useful topics.
Ben Carlson (@awealthofcs)
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Carlson has been managing institutional portfolios for his entire career, having started out with investment consulting, and creating plans for a variety of foundations, endowments, pensions, hospitals, and several others.
Apart from being active on Twitter, Carlson also has a Podcast called ‘Animal Spirits’ in addition to running the website ‘A Wealth of Common Sense’.
Todd Tresidder (@financialmentor)
As his Twitter handle would suggest, Todd Tresidder is a financial mentor as well as a retired hedge fund manager who turned into a money coach as well as a financial blogger on the website ‘Financial Mentor’.
Tresidder uses his Twitter feed to share valuable insights as posted on his website, with more than 5,000 followers who have access to his tweets.
Thomas H. Cloud (@etfmtweets)
Thomas H. Cloud is a holistic financial planner who places a lot of emphasis on retirees in addition to individuals who are about to retire. Most of the tweets that can be found on his feed surround retirement issues in addition to advice on how funds can be managed more efficiently.
Meb Faber (@mebfaber)
Meb Faber is a popular figure on Twitter, with more than 85,000 followers in addition to more than 15,000 tweets since joining in 2009. Faber offers links to his Podcasts, free books, and his website ‘Meb Faber Research’, which features 300 episodes that provide individuals with insightful advice, guidance, and assistance on anything and everything to do with finances.
Jude Boudreaux (@hjudeboudreaux)
Jude Boudreaux is a CFP at the Planning Centre who has been on Twitter since 2009, with more than 7,000 followers. Instead of a feed filled with tweets and retweets that discuss or surround finances, followers can be entertained by Boudreaux’s unique view of the world, economy, and numerous other topics.
However, for those seeking financial guidance can visit the website ‘The Planning Centre’ for services, advice, and more.
Robert Farrington (@collegeinvestin)
Robert Farrington is known as The College Investor who focuses on helping students manage their debt and plan financially for and after attending university and college. Farrington shares valuable insights that students need for the road forward, not only in reducing their tuition debt, but on how they can start planning financially early enough to enable them to grow their money for later in life.
Scott Bell (@iheartwallst)
Scott Bell is another Twitter influencer who has more than 4,000 followers on twitter. Bell is also the founder and Behavioural Financial Advisor (BFA) at GDP, Inc. focussing on making sure that individuals are empowered and in control of their personal finance.
Bell retweets a lot of statistics, tips, advice, and guidance on finances, centred around individuals who wish to make their money work for them, instead of the other way around. Bell also shares a lot of his personal opinions on occurrences in the world, not only just in the financial market.
Tom Brakke (@researchpuzzler)
Tom Brakke has been active on Twitter since 2009 and has more than 10,000 followers. Brakke is a consultant, writer, and the editor of The Investment Ecosystem who shares a lot of information stemming from his website ‘TJB Research’ and provides his followers with valuable information and insights on a variety of topics surrounding the financial world.
Beatrice Schultz (@westfacecollege)
Beatrice Schultz has been active on twitter for the past 8 years and she is a CFP as well as the Principal of Westface College Planning and Westface Financial. She shares information on her twitter feed surrounding a variety of topics including how to survive paying for tuition, best laptops to use, information on financial aid, and more.
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