Clarence Watkins
As a REI what do I look for in a financial advisor?
I am new to BiggerPockets. I’ve been doing property management, building fixing and holding for near 40 years - the last 20 years independently. My wife and I are retirement age now. She wants the security now of a fi...
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...
Jay Kaltenbach
Real estate friendly Financial Planner
Is there such a thing as a Financial Planner that understands real estate investing and is in favor of investing in rental properties? I have talked to two financial planners over the past few months and both of them ...
Manuel Gonzalez
financial advisor
Just wondering who here uses the services of a financial advisor. Wife keeps on suggesting we sit down and talk to one. Who has used one and what y'all think about it where they helpful. I always thought they lean ...
Kevin McGuire
Do financial advisors just not get RI?
Hi BP community,It’s taken awhile to get my financial planner to understand what I’m doing with Real Estate Investing. I interviewed a new one from a well regarded independent boutique firm and again he didn’t quite g...
Brian Gibbons
CFPB and Credit Repair - Beware!
Below is today's CFPBs Bulletin on Credit Repair Companies (Fraud)I have assisted Tenant Buyers get mortgages with damaged credit and high DTI since 1986.If you are recommending some credit repair companies to tenant ...
Account Closed
Financial planning - What's a plan without considering real estate?
Retirement / financial planning are extremely important tasks. My biggest beef and frustration though is that the vast majority of planners fail to consider real estate and other investments when building a plan.
As ...
Devan R.
HOA - Self Manage or Manage?
Our newly developed neighborhood is on the brink of taking over from the builders. The builders are building the last 2 homes. We are trying to figure out should we go with a self managed HOA or managed HOA. The neigh...
Carol Burns
REAL all-around prosperity wealth advisor?
I know we are not supposed to solicit help from a professional here, but I am at a loss. Trying to find a wealth advisor who is experienced in all sorts of investments (stocks, real estate, reits, multi family , etc)...
Account Closed
How can a financial advisor add value in this investor community?
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 ...