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Financial social media – 20 savvy advisors, planners, wealth managers

September 3, 2010 By InvestmentPal 26 Comments

In my last blog, I wrote about “3 reasons financial professionals are getting into social media” Here’re 20 social media savvy financial advisors, CFP’s, investment advisors and wealth managers who are blogging, twittering, connecting on Linkedin, and posting on Facebook.  Look closely at the URL’s and profiles to see how they are branding themselves on financial social media.  See how they’re engaging clients and prospects across the different social media marketing channels.

financial social media savvy examplesFinancial Social Media

 

1. Alan Haft

twitter.com/alanhaft | linkedin.com/in/alanhaft  | facebook.com/alanhaft2

 

2. Brian Fricke

brianfricke.com/blog | twitter.com/BrianFrickeCFP | linkedin.com/in/brianfricke | facebook.com/Brian.L.Fricke | facebook.com/FinancialManagementConcepts

 

3. Cale Smith

caleinthekeys.com | twitter.com/caleinthekeys | linkedin.com/in/calesmith | facebook.com/calesmith

 

4. Carl Richards

behaviorgap.com | twitter.com/behaviorgap | linkedin.com/in/thinkingcarl | facebook.com/behaviorgap

 

5. Cathy Curtis

blog.curtisfinancialplanning.com | twitter.com/curtisfinancial | linkedin.com/in/cathycurtis | facebook.com/Women.and.Money

 

6. Curtis Chambers

chambersfinancialblog.com | twitter.com/CurtisWChambers | linkedin.com/in/curtiswchambers

 

7. Curtis Erickson

curtcpa.com | twitter.com/CurtisErickson | linkedin.com/in/curtiserickson

 

8. Dean Piccirillo

deanpiccirillo.com | twitter.com/deanpiccirillo | linkedin.com/in/piccirillo

 

9. Greg Skidmore

belpointe.com | twitter.com/gregskidmore | linkedin.com/in/gregskidmore | facebook.com/gregoryskidmore

 

10. Sam Fawaz

themoneygeek.com | twitter.com/themoneygeek | linkedin.com/in/themoneygeek | facebook.com/TheMoneyGeek

 

11. Herb Morgan

etfmanager.com/blog | twitter.com/@hmorgan422 | linkedin.com/in/herbmorgan | facebook.com/herb.morgan

 

12. Jay Peroni

jayperoni.com/blog | twitter.com/jayperoni |   facebook.com/jay.peroni

 

13. Jesse Felder

mybackpagesbyjessefelder.blogspot.com | twitter.com/jessefelder | linkedin.com/in/jessefelder | facebook.com/jessefelder

 

14. Jeff Rose

goodfinancialcents.com/about-jeff-rose | twitter.com/jjeffrose | linkedin.com/in/jeffrosecfp | facebook.com/jeff.rose

 

15. Ken Faulkenberry

blog.arborinvestmentplanner.com | twitter.com/KenFaulkenberry | linkedin.com/in/kenfaulkenberry | facebook.com/ken.faulkenberry

 

16. Kirk Kinder

swimupstreamtowealth.com  |  twitter.com/KirkKinder

 

17. Mebane Faber

mebanefaber.com | twitter.com/mebfaber | linkedin.com/in/mebanefaber |  facebook.com/mebanefaber

 

18. Rick Kahler

financialawakenings.com | twitter.com/RickKahler | linkedin.com/in/rickkahler | facebook.com/KahlerFinancialGroup

 

19. Roger Wohlner

wohlnerfinancial.blogspot.com | twitter.com/rwohlner | linkedin.com/in/rogerwohlnercfp | facebook.com/people/Roger-Wohlner/1200093064

 

20. Russ Thornton

wealthcareforwomen.com  | twitter.com/RussThornton |  linkedin.com/in/russthornton |  google.com/profiles/rthornton

 

Is there a social media savvy financial advisor you know who should be on this list?

 

by InvestmentPal

 

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Filed Under: financial social media marketing, Recent, Savvvy

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Reader Interactions

Comments

  1. Mitch Slater says

    May 29, 2013 at 11:37 am

    Great list-Happy to be included as a wirehouse advisor who is leading the way to make social media a committment- not a campaign- I’m currently official on LinkedIN- I use Twitter and Vine and FB for personal use, financial literacy work, springsteen obsession

    Reply
    • InvestmentPal says

      May 29, 2013 at 8:44 pm

      Hi Mitch, Great to see how you’re integrating personal, finance and springsteen on your social media pages! Nice pic with The Boss on your Twitter https://twitter.com/mpslater and Facebook https://www.facebook.com/mslater cover!

      Reply
  2. Hilary Martin, MBA, CFP® says

    October 2, 2012 at 8:01 am

    Great list! …and I’m nominating myself for consideration. Also Twitter @wealthyfamilies. :)

    Reply
    • Hilary Martin, MBA, CFP® says

      October 2, 2012 at 8:02 am

      Here’s my blog: http://www.healthywealthyfamilies.net.

      Reply
      • InvestmentPal says

        October 2, 2012 at 9:30 am

        Thanks also for sharing your blog !

    • InvestmentPal says

      October 2, 2012 at 9:30 am

      Hi Hilary, Thanks! Started following you on Twitter…

      Reply
  3. George Papadopoulos says

    September 28, 2012 at 11:26 am

    Nice list, thank you.

    Here is my twitter profile page for consideration:

    http://twitter.com/feeonlyplanner

    I made this list of 15 financial advisors and not yours? Am I slipping here? :-)

    http://www.investmentnews.com/article/20120320/BLOG03/120319896

    Reply
    • InvestmentPal says

      September 29, 2012 at 12:48 am

      Hi George, You’ve got a nice Twitter feed going! Thanks also for sharing InvestmentNews’ “15 financial advisers all advisers should follow on Twitter”!

      Reply
  4. Ken Faulkenberry says

    July 21, 2012 at 7:16 pm

    Thank you for the mention!

    Reply
    • InvestmentPal says

      July 22, 2012 at 3:59 am

      Hi Ken, You’re most welcome. Thanks for dropping by.

      Reply
  5. Curtis Chambers says

    December 17, 2011 at 10:09 am

    Thank you for your mention!

    Reply
    • InvestmentPal says

      December 17, 2011 at 10:23 am

      You’re most welcome, Curtis.

      Reply
  6. Rhonda says

    August 26, 2011 at 6:43 pm

    Thanks. I do follow some of the names listed.

    Reply
    • InvestmentPal says

      August 26, 2011 at 7:52 pm

      You’re welcome, Rhonda. Same here.

      Reply
  7. Udayan Chattopadhyay says

    May 27, 2011 at 7:04 am

    Thanks for the list. I will make it a point to follow them closely!

    Reply
    • InvestmentPal says

      May 27, 2011 at 11:35 pm

      Glad you find it useful!

      Reply
  8. Dean Piccirillo says

    October 8, 2010 at 5:19 pm

    Thanks a lot for the mention.

    Reply
    • InvestmentPal says

      October 9, 2010 at 9:41 am

      Dean, You’re welcome. Hope your panel session at the CFDD Advisor Conference went well.

      Reply
  9. Rick Kahler says

    October 5, 2010 at 8:00 am

    Just came across your blog. Thanks for mentioning me among such an astute group of tech savvy practioners.

    Reply
    • InvestmentPal says

      October 5, 2010 at 10:20 pm

      Rick, You’re welcome. And thanks for providing a great example. It’s exciting to see how you and the others are leading the charge in the use of social media.

      Reply
  10. Bill Winterberg says

    September 4, 2010 at 7:06 pm

    The Money Geek is Sam Fawaz, not Don James.

    Reply
    • InvestmentPal says

      September 4, 2010 at 8:18 pm

      Bill, thanks for catching that. Yes, The Money Geek is Sam Fawaz (corrected). Don James’s pages are at kiplingercpas.wordpress.com, twitter.com/Growthguy2, & linkedin.com/in/donjameshelpwithgoals (Sam, Don – apologies for the posting error)

      Reply
  11. Russ Thornton says

    September 3, 2010 at 12:17 pm

    Thanks for including me in this post. I really appreciate it and am honored to be mentioned alongside all these other great folks.

    Reply
    • InvestmentPal says

      September 5, 2010 at 5:51 am

      Russ, thank you for providing a great example on how social media is being used. Btw, I think you may be the only one on this list with a Google Profile Page!

      Reply

Trackbacks

  1. 2 years after Lehman’s collapse, who are financial services consumers looking for? « InvestmentPal Blog says:
    September 20, 2010 at 5:55 pm

    […] blogs, I wrote about financial service providers getting into social media & showed examples in financial planning & wealth management as well as real estate & insurance.  In this blog, let’s take a look at the financial […]

    Reply
  2. 15 social media savvy professionals in real estate & insurance « InvestmentPal Blog says:
    September 7, 2010 at 10:14 pm

    […] I wrote about “3 reasons financial professionals are getting into social media” & listed “20 social media savvy professionals in financial planning & wealth management”. Here’re 15 more in real estate and insurance who are blogging, twittering, maintaining […]

    Reply

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