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Updated about 8 years ago on . Most recent reply

Ari Archer's profile image
Ari Archer's profile image
Ari Archer
  • Investor
  • from Oakland, California
  • Member since Feb 11, 2016
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Ari Archer's profile image
Ari Archer's profile image
Ari Archer
  • Investor
  • from Oakland, California
  • Member since Feb 11, 2016
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Ari Archer
  • Investor
  • Oakland, CA
4
Votes |
25
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Personal Finance

Looking for a fee-based CFA/CFP in CA who understands RE

Ari Archer
  • Investor
  • Oakland, CA
Posted

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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Jo-Ann Lapin
  • Loan Officer
  • from Tustin, CA
  • Member since Oct 2, 2015
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Jo-Ann Lapin's profile image
Jo-Ann Lapin
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  • from Tustin, CA
  • Member since Oct 2, 2015
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Jo-Ann Lapin
  • Loan Officer
  • Tustin, CA
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Jo-Ann Lapin
  • Loan Officer
  • Tustin, CA
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I have a referral for you. You may pm me.

  • Jo-Ann Lapin
  • [email protected]
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