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Updated about 3 years ago on . Most recent reply

Scott S.'s profile image
Scott S.'s profile image
Scott S.
  • from 34714
  • Member since May 21, 2021
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Scott S.'s profile image
Scott S.'s profile image
Scott S.
  • from 34714
  • Member since May 21, 2021
Connect
Scott S.
  • 34714
5
Votes |
6
Posts
Personal Finance

Looking for a Fee Based CFP

Scott S.
  • 34714
Posted

We are looking for a fee-based Certified Financial Planner who is familiar with Real Estate Syndication. Does anyone have any recommendations? In case it helps, we live in Florida. Thanks in advance!

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Scott S.'s profile image
Scott S.'s profile image
Scott S.
  • from 34714
  • Member since May 21, 2021
Connect

User Stats

6
Posts
5
Votes
Scott S.'s profile image
Scott S.'s profile image
Scott S.
  • from 34714
  • Member since May 21, 2021
Connect
Scott S.
  • 34714
5
Votes |
6
Posts
Scott S.
  • 34714
Replied

Chad, we are looking to hire a fee-based financial planner who is knowledgeable about real estate syndication to help us with our financial plan. We don't want to hire a financial planner who doesn't know what it is or how it works.

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