Quote from @Pete M.:
@Terence Crafton Are you looking for an advisor familiar with real estate investing? Full planning, just stock/bond market advising, or something else? RE is well outside of mainstream financial advising courses, unfortunately (other than "let's put money into a REIT"). As Bob noted, a fiduciary duty is required at a firm level for RIAs, meaning even those without a designation are held to the fiduciary status.
CFP is the most well-known designation in the space (because it's the oldest and markets the most, honestly). I'm in the midst of doing my ChFC right now, which entails the same seven CFP courses plus one more. Also own some rentals in KCMO, but don't reside there.
I need to catch that plane cause most of that went right over My head! Yes, I am looking for someone familiar with with real estate. My bank said they have a CFP and claim to be very experienced in the major investment categories. I don't really know what that means either other than her saying real estate was 1 of them. I'll check into that along with a couple of other leads.
I'll also try to decipher most of what you said 🫣😜! Thank you
