I am a Certified Financial Planner, AMA
Relatively new BP member who is also a fee based CFP. I find concentrated positions held in small businesses/RE to be the best wealth generator a person could have. Feel free to ask me anything about investments, financial planning, personal finance, etc.
This does not constitute a formal fiduciary based financial planning agreement, and should not be construed as client specific planning, investment advice, legal or accounting.
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@Andrew Fallwell Nice! Always curious as to how people that help others manage their wealth, manage their own wealth.