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

[Ari Archer]

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.

[Jo-Ann Lapin]

I have a referral for you. You may pm me.