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Updated almost 6 years ago, 02/04/2019

User Stats

48
Posts
86
Votes
Mark Waldrip
  • Investor
  • Oklahoma City, OK
86
Votes |
48
Posts

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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