Fiduciary Financial Planner

[Devon Craychee]

Looking to see if anyone has a recommendation on a good fiduciary financial planner. Particularly one that has an interest or stake in real estate. I'm in the Los Angeles area. Appreciate any help. Thanks!

[Dan Mahoney]

@Devon Craychee  I also voted on your post because the distinction between fiduciary and non-fiduciary advice is so important.  If you engage a fiduciary financial planner, you can be assured you are working with someone who is looking out for your best interests.  It's also important that the adviser represents themselves as "fee only."  If they are not fee only, it means they take commissions from product companies.  

That being said, in my experience, few financial planners really understand direct real estate investing or have experience doing it themselves.  Most are more comfortable with securities (stocks, bonds) and mutual funds.

Full disclosure:  I am a fiduciary, fee-only financial adviser, so my opinion is biased accordingly.