Magdalena Doemeny

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2018
  Futureadvisor
  San Francisco, CA
• 11/2018 → 02/2021
  Wealth In Hand, Llc
  San Francisco, CA
• 12/2020 → 04/2023
  Plaid
  San Francisco, CA
• 05/2023 → 12/2024
  Nerdwallet Inc
  San Diego, CA
• 08/2020 → 10/2020
  Origin
  San Francisco, CA
• 12/2024 → Present
  Hello Magda Consulting
  San Diego, CA
• 06/2025 → Present
  Farther
  Encinitas, CA

Previous Registrations

• 2023-11-07 → 2024-12-20
  Nerdwallet Advisory
  Encinitas, CA
  Scottsdale, AZ
• 2018-11-14 → 2021-02-16
  Wealth In Hand, Llc
  Oakland, CA
• 2020-08-28 → 2020-10-02
  Origin Investment Advisory Llc
  San Francisco, CA
• 2015-11-05 → 2018-11-01
  Futureadvisor, Inc.
  San Francisco, CA
• 2012-02-24 → 2015-10-20
  Fisher Investments
  San Mateo, CA
  Plano, TX

Other Businesses

Business name: DoBe Properties Investment-related? No Address: Encinitas, CA 92024 Nature of business: ADU Rental Position: Owner Start date: 07/2024 Hours a month spent on this business: 0 Hours a day spent on this business during trading hours: 0 Duties: No longer operating but the business is open

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-23

Designations

• Certified Financial Planner

Other Names

• Magdalena A Besser
• Magdalena Ann Besser
• Magdalena Besser