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Updated about 6 years ago on . Most recent reply

Mark Waldrip's profile image
Mark Waldrip's profile image
Mark Waldrip
  • Investor
  • from Oklahoma City, OK
  • Member since Dec 14, 2015
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Mark Waldrip's profile image
Mark Waldrip's profile image
Mark Waldrip
  • Investor
  • from Oklahoma City, OK
  • Member since Dec 14, 2015
Connect
Mark Waldrip
  • Investor
  • Oklahoma City, OK
86
Votes |
48
Posts
Personal Finance

Need a Certified Financial Planner in Oklahoma City

Mark Waldrip
  • Investor
  • Oklahoma City, OK
Posted

Making some plans in anticipation of retirement, and wanting to talk to a local (Oklahoma City metro area)  Certified Financial Planner that understands folks like us that choose to invest in various real estate and related instruments rather than traditional investments like stocks & bonds. I need someone I don't have to educate about my portfolio and that I can learn something from! Haha

Anyone have someone they would recommend? If so, feel free to post here or send me a PM. 

Thanks in advance for any help!

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