Facet

It’s official! We’re Facet🔶 The Facet membership you already know and love has leveled up! We’re so excited to have a new brand that reflects our innovative approach to financial planning services, now with an updated logo, website design, and enhanced member experience. Together, we will lead this groundbreaking cultural shift; encouraging people to think about money not as an asset, but as a tool to express their values and enrich their life beyond expectation. A new era of financial planning is here.🚀 Spread the word. https://lnkd.in/ed_YdHNG

We understand that the recent market volatility may be causing concern. With uncertainty around economic policies and market shifts, it’s natural to feel hesitant about making financial decisions right now. Join us this Thursday, March 11th, at 12 PM ET for a live event with our very own Chief Investment Officer, Tom Graff. This is a great opportunity to hear directly from Tom about Facet’s investment philosophy and get answers to any questions you may have about how we approach investing in changing market conditions. Register for our livestream event ➡️ https://lnkd.in/edYydh-K

💸 Stop letting taxes eat into your investment gains. Tax-loss harvesting is a simple but powerful way to potentially reduce what you owe and keep more of your returns. The catch? Most investors don’t use it effectively. In our latest video, Tom Graff, CIO at Facet, breaks down how it works, common mistakes to avoid, and how to make it work for you. 🎥 Watch now: https://lnkd.in/eh-h9yY5

Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Justin Shack, CFP® and Tim Herrmann 🎉   At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team.   Join us in celebrating these remarkable individuals and their contributions to Facet's journey! 🙌   #weappreciateyou

👋Happy Friday! Please meet Meagen Wagner, CFP®, MBA, Manager of Financial Planning at Facet. ✅ She’s a dog person, but don’t tell her cat, Ferris. ✅ She believes life is all about surrounding yourself with people that allow you to be the most authentic version of yourself. ✅ “The Suburbs” by Arcade Fire is an album that she listens to from beginning to end - it never gets old. Thank you for continuously raising the bar and creating real, measurable value in our community’s lives 🤝 #FacetFeature #WeAppreciateYou

I know, I know... you're sick of hearing you should invest globally when everything non-US has been a drag for years. However, I really think now is the time to rethink non-US. In this week's video, I make the argument why now could be the time to invest abroad. https://lnkd.in/e-fmwAaN

Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Josh Lim 🎉   At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team.   Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌   #weappreciateyou

Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Alia Chaudhri and Joseph DiGregorio 🎉   At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team.   Join us in celebrating these remarkable individuals and their contributions to Facet's journey! 🙌   #weappreciateyou

Are you ready to take the next step in your career? Facet is hiring talented individuals to join our team! We are currently looking for a Senior Taxation Specialist (contract), Chief of Staff (contract), and Senior Software Engineer. Explore more roles and apply today at facet.com/careers. We can't wait to see what you'll bring to the team! 🌟 #Hiring #CareerOpportunities #JoinUs #FacetCareers

Congratulations to the 2024 recipients of the Facet Scholarship for Increased Diversity in Financial Planning: Stephanie A., Benjamin Azaria, Pat Brown, MBA, Brittany Davis, AFC®, Cytra Kinte-Parker and Dannielle Sesay! This scholarship from Facet provides financial assistance to Black or African American candidates seeking to complete the education requirement on the path to CFP® certification. Applications will be accepted again in the fall. Looking for an earlier option? The spring cycle opens on February 25: cfp.net/scholarships #CFPproDiversity #CFPpro #JoinFacet