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Updated almost 3 years ago,
Financial Advisor / wealth management advisor
Hi BP community,
I'm looking for a financial advisor / wealth manager. Preferably someone with experience helping W-2 employees build their RE portfolio while balancing other investment opportunities (ie, 401k, etc...). Experience with additional alternative asset classes (i.e, private equity), agriculture, etc... is also a plus. As is experience with international diversification strategies, investment opportunities and currency plays.
Appreciate any guidance you might have!
Ben