Andrew Fallwell
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, fi...
Scott Scharl
Does Your Financial Planner Recommend Real Estate?
I am considering a career change into the financial and retirement planning profession for my day job. From what I understand so far, I think that being a CFP who understands and recommends real estate would be a good...
Michele Ghastin
Desperately seeking CPA /tax advisor /financial planner
We are buying a commercial building in Lake Lure NC where we will have a gourmet grocery/ deli in what is now an established convenience store ( above) and have a restaurant group renting the restaurant space below to...
Chris Vail
Looking for a Sacramento based Estate Planner
Curious if anyone has any recommendations for Estate Planners in the Sacramento area that have a good understanding around Real Estate Investments and how to structure an estate accordingly. Thanks in Advance,Chris
Robert Anthony
Real Estate & CRYPTO Experienced Tax Planner
Anyone have a tax planner that is well versed in both real estate AND crypto? Need to move on from a CPA that just plugs in the numbers, and find someone that understands the ins and out of both investments, especiall...
Brent Ryerson
Looking for and experienced QOZ tax planner
I believe I will be funding a few new build-to-rent homes in an opportunity zone and would like to speak with a professional on how to best navigate this to optimize the tax benefits.I also believe that there will be ...
Lisa Jones
Accredited investor seeking Investor- minded Financial Planner
Hi all,I need some help/ guidance on how to grow my assets and cash to hit my financial goals for early retirement/ Financial freedom. For example:1. I have an asset that has appreciated but have suffered greatly from...
Nikunj Merchant
Financial Planner / Advisor With Real Estate Experience?
Hi BP Community,
I'm at a point in life where I'm considering getting a financial advisor to advise me on the science behind portfolio construction. I very much enjoy managing my own money, and I'm above average whe...
Pandu Chimata
Looking for planner to explore commercial opportunities
Hello team,We are bumping into a property in San Bernardo county (CA) that can be explored commercially. The city already made this as a general commercial zone. I would like to talk to some one who has some experien...
Mike Castellow
CPA / Financial Planner - Local (does it matter)
1. It's there any benefit to hiring a local CPA or financial planner?
2. Do you use the same person as a CPA and financial planner?
3. It seems to me that one person would be able to maintain a better overall pictur...