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Financial Advisors

Read more about the article Solved: You Don’t Need to Be Rich to Invest

Solved: You Don’t Need to Be Rich to Invest

What do you feel when you learn about other families’ successful kids? Jealousy? Joy? Curiosity about how they accomplished it? Maybe a bit of everything? However you feel, you want…

Continue ReadingSolved: You Don’t Need to Be Rich to Invest
Read more about the article Fear of Investing

Fear of Investing

We know our kids can be scared of many things: the dark, monsters under the bed, creepy bugs or ghosts. Parents even know how to ease a kid’s fears, by…

Continue ReadingFear of Investing
Read more about the article Families of U-Nest: Darren, Lauren with William and Charlotte

Families of U-Nest: Darren, Lauren with William and Charlotte

1. How many kids do you have? How old are they? We have a 3 year old boy and a 3 month old girl. 2. What is your favorite family…

Continue ReadingFamilies of U-Nest: Darren, Lauren with William and Charlotte
Read more about the article NATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES

NATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES

U-Nest finds 90 percent of parents believe they should pay for their children’s college education; offers three free months of 529 account management to help parents start saving Los Angeles,…

Continue ReadingNATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES
Read more about the article What legacy can parents with student loans leave to their kids (that isn’t more student loans)?

What legacy can parents with student loans leave to their kids (that isn’t more student loans)?

Most parents hope to create wealth to benefit their children. They dream of helping their children become successful, so they can pass prosperity on to the next generation, the grandkids,…

Continue ReadingWhat legacy can parents with student loans leave to their kids (that isn’t more student loans)?
Read more about the article Families of U-Nest: Olga with Alexa and Dasha

Families of U-Nest: Olga with Alexa and Dasha

How many kids do you have, and how old are they? I have two kids: identical twin girls. They are almost ten years old now. What is your favorite family…

Continue ReadingFamilies of U-Nest: Olga with Alexa and Dasha
Read more about the article The Plan to Save for Your Child’s Future

The Plan to Save for Your Child’s Future

The high school graduation clock starts counting down as soon as your child is born. The golden ticket that is a college degree can offer your child a bright future…

Continue ReadingThe Plan to Save for Your Child’s Future
Read more about the article Are You Hoping for a Scholarship or Financial Aid? Read This!

Are You Hoping for a Scholarship or Financial Aid? Read This!

Back in high school I had a lot of friends who I played baseball with, and many of them had dreams of pursuing the sport at the college level so they could eventually move on to the MLB. One friend in particular had offers from many schools, however the schools that offered him a spot on their teams did not offer a scholarship with the spot.

(more…)

Continue ReadingAre You Hoping for a Scholarship or Financial Aid? Read This!

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All investing involves risk.

This website is operated by UNest Holdings, Inc. Investment advisory services offered by UNest Advisers, LLC., an SEC-registered investment adviser. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC-registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see SIPC.org. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your investment risk tolerance, objectives and UNest pricing before investing. Past performance does not guarantee or indicate future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide tax advice. Please consult a tax professional for such information. You can review more information about UNest Advisers’ services on its ADV brochure and Customer Relationship Summary.

Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, are not paid, nor were they provided with free products, services, or any benefits in exchange for their statements. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.

UNest is not a bank. Certain UNest Gifting Program services are offered through Synapse Financial Technologies, Inc. and its affiliates (collectively, “Synapse”). Synapse is not a bank and is not affiliated with UNest. Brokerage accounts and cash management programs for the UNest Gifting Program are provided through Synapse Brokerage LLC (“Synapse Brokerage”), an SEC-registered broker-dealer and member of FINRA and SIPC. Additional information about Synapse Brokerage can be found on FINRA’s BrokerCheck. See Synapse Terms of Service, Privacy Policy, and the applicable disclosures and agreements available in Synapse’s Disclosure Library for more information. The Partner Financial Institution(s) participating in a Synapse cash management program can be found in the List of Program Banks.

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Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, are not paid, nor were they provided with free products, services, or any benefits in exchange for their statements. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.

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