I'll be collaborating with my financial planner to determine which investment vehicle is best to roll my 401k into.

The same way you would hire a wedding planner, and sign a contract to know that they will perform, and they know that they will be paid for the work they do for you, it's a win/win.

Any objections based on the economic environmental or the individuals portfolio makeup or risk tolerance I tell them I’m not a financial planner, financial advisor, or wealth manager,; I’m a real estate specialist.

I have considered potentially being a financial planner for my earned income.

I'm moving methodically and working with a trusted realtor, financial planner, and my bank of 15 years.

So much so that people bring me deals, my passion for it energize those around me to want to do deals, clean up their finances, improve their financial planner etc.

Lots of financial planners are incentivized to put you into different types of investments.

That led many financial planners to reconsider the QPRT for California residents looking to both preserve their equity and avoid crippling estate taxes.There are ways to mitigate around paying multiple California Franchise taxes & still have both flexibility and protection - but nothing will save you from getting around the California FTB "doing business in" California definitions which are incredibly broad and vague so that paying the minimum $800 per year per LLC is inevitable. 

Have you tried reaching out to a low altitudes commercial leasing agent to ask what their experience has been or called a city planner ?

My suggestion would be following the city planner's advice.