Dina – 2011 to Present – Lil’ JAP – My New Broker

“Jews are good business people. Your financial advisor, lawyer, and accountant, should all be Jewish.”

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I met up with Dina the other night at Tria. Tria is a wine bar in center city.  There are actually four locations. We met at their newest one, down in Fitler Square. It’s literally four blocks from my house. I think it’s my favorite one out of all of them now. I’m sure the old money in that neighborhood bitched about a bar going in on the corner down there. But I’m sure once they saw how nice it was they probably relaxed.

Dina arrives with a plan. She has worked in financial services for the past few years, and now she works for her dad’s firm. They’re good people, and I have known Dina for over six years. I decided I should invest some of my funds with her. I like her, and know what it’s like to be a broker. I used to do that job years ago when I worked in banking.

She was a total pro when she gets to the bar. We catch up, and then she breaks out the paperwork to create my account. I had given her a few stock ideas, but we both agreed they weren’t aggressive enough. The stuff I was looking at was almost like debt instruments. Bonds. I want equity and growth. I have to think of leaving something to Lorelei for the future. I tell Dina I’ll start with a small amount just to get the account open. Once it’s up and running for a month or so, I can plow more into it.

Dina, is young but has the soul of an old Jewish lady. She’s wise for her years. One of the things I like best about her, is her ability to cut through the bullshit in life and know what’s important. She knows a lot about me and this blog. She has always totally agreed with the lifestyle. Sometimes, I feel that some of the people around me are a little judgemental of what I do. I get it, and that’s their hangups. If they had the guts, they’d already be living the lifestyle and I’d be wanting to emulate them.

But Dina is very cool, and accepting of who I am. She has always embraced our friendship and nothing is too far out or over the top in regard to my exploits. She also has a good eye for identifying the “crazy” in some of the women I meet. I’m glad Dina is in my life and I know my money is with the right person.

Dina: “Jews are good business people. Your financial advisor, lawyer, and accountant, should all be Jewish.”

I’m sold. I’m meeting with her again tomorrow for lunch, and we’ll get this deal started.

 

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Author: phicklephilly

Copyright © 2016 by Phicklephilly All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. All stories and characters are based on real people and events. The names and images have been changed to protect their privacy. Comment Rules: Remember what Fonzie was like? Cool. That’s how we’re gonna be — cool. Critical is fine, but if you’re rude, we’ll delete your stuff. Please do not put your URL in the comment text and please use your PERSONAL name or initials and not your business name, as the latter comes off like spam. Have fun and thanks for adding to the conversation!”

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