Personal Finance

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Shane Woodman
  • Rental Property Investor
  • Moseley, VA
6
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19
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Looking for Financial Planner and tax expert in Richmond, VA

Shane Woodman
  • Rental Property Investor
  • Moseley, VA
Posted Jan 19 2022, 10:55

Hello BP folks, 

I'm in search of a financial planner/adviser and tax expert in the Richmond, VA area. I teach personal finance to organizations and we are scaling big enough that I need to add to my team. These two members would be referral only partners, but need them listed as part of my team. Some small co-speaking engagements in the future may happen as well. But for now, we really need a consistent name to send clients.


Thank you and look forward to meeting and growing our businesses together! 

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