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Results (10000)
Fred Tichauer Does Your Real Estate Agent Have The Qualification You Deserve?
17 January 2020 | 0 replies

Does your agent have the qualifications you deserve?
-Traditional Real Estate agent job description: Helps his or her clients purchase, rent, or sell properties. They advise clients about market conditions, conduct w...

Christian Nunez Does anyone use financial advisors?
23 May 2022 | 10 replies

Hey guys just wanted to know if anyone uses financial advisors for their investments? Does anyone recommend one around in LA? San Bernardino county area would be better. I want to open a LLC.

Nikunj Merchant Financial Planner / Advisor With Real Estate Experience?
16 August 2022 | 6 replies

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...

Joshua Andrews Meeting investors through financial planners
8 March 2015 | 3 replies

I'm curious if any note investors have spent the time cultivating relationships with financial planners or advisers in order to gain access to their pool of clients? This would be for investing in notes. To me this wo...

Sean O'Keefe PMs don't create pain for rental owners to get tax and financial info?
29 June 2024 | 7 replies

I recently spoke to a property management firm that told me their clients don't experience any pain with financials or taxes Jan - April. 
I'm curious,
Is this PM out of touch with reality OR on how rental property...

Jacob Mallison How can a Financial Planner serve Realtors?
15 September 2018 | 2 replies

Good mornin' folks,I am currently a financial planner in the DFW area researching the financial needs of real estate professionals. Below are some of my questions:As a real estate professional, how could an a financia...

Nicholas Varner What is FINRA? Why Does it Matter to Real Estate Investors?
21 January 2016 | 7 replies

The acronym FINRA stands for Financial Industry Regulation Authority. On its website it describes its mission and utility."FINRA is dedicated to investor protection and market integrity through effective and efficient...

Account Closed How can a financial advisor add value in this investor community?
17 May 2017 | 9 replies

Greetings BP community! I have been a long time fan of the podcasts and investing in SFH for about 4 years. My wife and I just moved into a duplex in east Denver and we are going the house hacking route. Thank you BP ...

Rick Scott McDaniel Real Estate Advisor for the Investor Minded-Los Angeles
28 October 2015 | 1 reply

Hello BiggerPockets community!I am really excited about joining this community to the never ending learning about the real estate industry and most of all to meet and converse with like minded individuals. A brief int...

Jacob Mallison How could a financial advisor help you as a realtor?
5 November 2018 | 1 reply

Question for you Realtors out there:

If a Financial Planner approached you offering to run a financial plan for any of your clients (currently in the process of buying or sellIng a home) would you be interested? In y...