New Member Introductions
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback
Updated over 6 years ago,
A Financial Advisor that loves real estate
Hi everyone,
I should have looked more carefully through all the Forum topics and posted here first! C'est la vie. Thanks to Ryan Wakely for introducing me!
I'm a securities (7 and 65) and insurance (life and health) licensed financial planner. I've primarily help families generate income from their investments over the last decade.
While all the families I serve hold real estate in one form or another, I've rarely interfaced with the brokerage community. I've done some tax planning work for transactions involving agents and brokers, but have never pursued it further.
After speaking with Ryan last night, I'm changing my ways! Bigger pockets seems to be a good forum to meet real estate professionals, learn what's important to them, and see if I can fit in somewhere.
I look forward to hearing from all of you!
Scotty