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Results (373)
Gary Langlais Financial Planner w/ Real Estate Investment Focus
27 October 2022 | 3 replies

Hello all, I just joined Bigger Pockets.  Been listening to the podcasts for about a year after my wife and I purchased our first STR in Maine in October 2020 and have (thankfully) enjoyed incredible success.  We have...

Chris Rizzo Good Tax planner / CPA in Wilmington, NC
9 April 2018 | 2 replies

Anyone know of a good tax planner or CPA that I can best figure out my plan going forward.  Our AGI is very important as it not only affects our tax hit, it also determines our student loan payments.  I have a busines...

Patrick Smith Financial Planner and CPA in North Dallas
27 May 2016 | 0 replies

Just wondering if there are any real estate friendly Financial Planners and or CPAs in the North Dallas/Richardson/Plano area.

Kyle Kingma What city planners want REIs to know...
21 November 2015 | 0 replies

Howdy y'all! Check out my blog post with that discusses REI from a city/city planning perspective... What City Planners Want REIs To Know

Account Closed Looking for CPA/Financial Planner in Fort Wayne
16 August 2016 | 1 reply

Fort Wayne investors, I am looking for a CPA and/or Financial Planner in our area who understands real estate investors and can help me strategize my taxes and plan for early retirement.  Any suggestions?

Jared Coffman College debt? Real estate agent vs. Financial planner?
22 January 2020 | 3 replies

I am currently 19 years old with a huge interest in real estate investing for my future. I have considered potentially being a financial planner for my earned income. I feel that these two go hand in hand because I wi...

Wendy Black Need Recommendation for AZ Certified Financial Planner/Investor
21 December 2016 | 4 replies

Our certified financial planner not only doesn't seem to understand REI, but also hasn't been supportive of us engaging in it at all as retirees.  I'd like to find someone, particularly in the Phoenix area, who more a...

Catherine Peters Seeking Financial Planner Recommendation for RE and Trusts
19 May 2020 | 5 replies

Hi BP Tribe,I am looking for some financial planning advice from a professional who has a focus on real estate, which is why I am looking for recommendations from this stellar group. Specifically, I need someone to ta...

Marquay Edmondson Looking for a CPA/Financial Planner in Miami
25 December 2020 | 8 replies

Looking for a CPA/Financial planner in Miami. Currently have a Duplex and about to refinance another home in N.C. and also looking to invest in a few months in another home.

Martha Daisley Looking for a Financial Planner/investor with experience
27 December 2016 | 4 replies

Hello everyone,I am looking for a financial planner that has experience both in real estate and in the stock market. My husband and I have two investment properties with tons of equity, two  businesses, money saved bu...