Denver, CO · Member since 2017 · 14 posts · 8 votes
Good day,
I am seeking referrals for a CFP (preferably in Denver, CO) that also has experience with real estate investing within a portfolio. It seems that the CFP's I am finding focus on Finance but don't necessarily have that real estate investing experience for them to give advice on planning the overall portfolio including real estate investments.
Realtor · Denver, CO · Member since 2013 · 2k+ posts · 1k+ votes
7y
I haven't heard of one, so I'd be curious if someone chimes in. From what I've seen, they don't push RE investing since they can't get paid on it(unless they are licensed).