20 financial advisers to follow on Twitter

From deep analysis to humor, these advisers bring a personal touch to financial planning

Mar 19, 2015 @ 12:08 pm

By Alessandra Malito

When news breaks, Twitter is always ready to hold a conversation — and some financial advisers take full advantage of it.

Sometimes the conversations are deep, such as when President Barack Obama directed the Department of Labor to move forward with a fiduciary rule. And sometimes, the Twitterverse is just filled with humor.

With so many facets of the industry and so many topics to discuss, here is a list of 20 advisers to follow for a personal touch on financial planning:

• Josh Brown: One of the most well-known financial advisers on Twitter, Mr. Brown, chief executive of Ritholtz Wealth Management, has hit the 100K mark for followers. @reformedbroker

• Blair H. duQuesnay: A financial planner from New Orleans, Ms. duQuesnay often shares insights and starts discussions with fellow advisers on the news of the day. @blairhduquesnay

• Sophia Bera: Ms. Bera is author of "What You Should Have Learned About Money, But Never Did: A Gen Y Guide to Empowered Personal Finance" and is a virtual planner for millennials. @sophiabera

• Sheryl Garrett: Ms. Garrett's name may be recognizable. President Obama gave this financial adviser a shout out during his fiduciary speech. She is the founder of the Garrett Planning Network. @sherylgarrett

• Jeff Rose: He learned his lesson when he lost $5,000 in a penny stock. Now Mr. Rose is a certified financial planner who blogs at Good Financial Cents and has written a book called Soldier of Finance. @jjeffrose

• Marty Morua: What makes Mr. Morua's Twitter account different than most is that he writes his tweets in the form of a conversation and focuses on the real estate and financial advisory space. @martymorua

• Russ Thornton: Mr. Thornton focuses his financial planning business on divorcees, widows and other women. @russthornton

• Dan Serra: Mr. Serra has a list of specialties, including divorcing spouses, divorcees, widows, LGBT and blended families. @danserra

• Brittney Castro: CEO and founder of Financially Wise Women, Ms. Castro says in her Twitter bio that she is obsessed with women, money, business and marketing. @brittneycastro

• Mary Beth Storjohann: If something affects GenY-ers, like starting a career or getting married, Ms. Storjohann is on it — and writes about it too on her blog Workable Wealth. @marybstorj

• Alan Moore: The co-founder of XY Planning Network and an avid tweeter, Mr. Moore touches base on all issues of the industry. @r_alan_moore

• Ben Carlson: He says he's trying to bring some common sense to the industry, and does so on his blog A Wealth of Common Sense. He focuses on wealth management, financial markets and investor psychology. @awealthofcs

• Todd Tresidder: Mr. Tresidder is a money coach and blogger at Financial Mentor. He is also a retired hedge fund manager. @financialmentor

• Thomas H. Cloud: A holistic financial planner with a focus on retirees and those about to retire. His tweets are almost always about retirement issues. @etfmtweets

• Robert Farrington: Known as the "College Investor," Mr. Farrington focuses on student debt and planning financially for college. @collegeinvestin

• Beatrice Schultz: Also focused on all things college and finance, Ms. Schultz is principal of Westface College Planning & Westface Financial and is the host of a radio show about the costs of college. @westfacecollege

• Scott Bell: Mr. Bell is the blogger behind "I Heart Wall Street" and can often be found weighing in on conversations about the industry on Twitter. @iheartwallst

• Tom Brakke: An excellent conversationalist, Mr. Brakke, a consultant and investment adviser, often responds to the industry's issues on his Twitter feed. @researchpuzzler

• Jude Boudreaux: Mr. Boudreaux is often working alongside his fellow advisers to spark conversations about financial planning. @hjudeboudreaux

• Meb Faber: An avid writer and investor, Mr. Faber is co-founder and chief investment officer of Cambria Investment Management and the manager of Cambria's exchange-traded funds. He can be found weighing in on the news on Twitter. @mebfaber

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