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Ari Archer
  • Investor
  • Oakland, CA
4
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25
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Looking for a fee-based CFA/CFP in CA who understands RE

Ari Archer
  • Investor
  • Oakland, CA
Posted Feb 20 2017, 11:16

Hi–

Lots of acronyms in that title. Sorry.

I'm based in the Bay Area and looking for a fee-based financial planner who understands real estate. It is essential that they're fee-based as I'm not looking to sold on anything and I don't want to hand out points on my portfolio. They don't need to be in the Bay Area per se, but they do need to understand California taxation. Any connections would be greatly appreciated!

Thanks.

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