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Updated over 3 years ago on . Most recent reply

User Stats

162
Posts
52
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Benjamin A Ersing
  • Kansas City
52
Votes |
162
Posts

Financial Advisor / wealth management advisor

Benjamin A Ersing
  • Kansas City
Posted

Hi BP community,

I'm looking for a financial advisor / wealth manager. Preferably someone with experience helping W-2 employees build their RE portfolio while balancing other investment opportunities (ie, 401k, etc...). Experience with additional alternative asset classes (i.e, private equity), agriculture, etc... is also a plus. As is experience with international diversification strategies, investment opportunities and currency plays.

Appreciate any guidance you might have!

Ben

Most Popular Reply

User Stats

14
Posts
15
Votes
Brian J Haney
  • Real Estate Consultant
15
Votes |
14
Posts
Brian J Haney
  • Real Estate Consultant
Replied

Benjamin, if you're still looking for someone I may be able to help. If you want to send me a message, I'd love to discuss

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