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Updated almost 8 years ago on . Most recent reply

User Stats

268
Posts
106
Votes
Simon Stahl
  • Rental Property Investor
  • Oakland, CA
106
Votes |
268
Posts

Looking for financial advisor with real estate expertise

Simon Stahl
  • Rental Property Investor
  • Oakland, CA
Posted

I'll soon be able to pull some cash out of my 401k and I would love to invest it in real estate (out of state turn key through self directed IRA). When I tried to figure out myself how that works, I quickly realized that it is more complicated than I first thought and I'll probably need the help of a financial advisor that can help me to setup everything. Can anyone recommend someone in Oakland or SF that can help me with that?

Simon

Most Popular Reply

User Stats

942
Posts
1,708
Votes
Arlen Chou
  • Investor
  • Los Altos, CA
1,708
Votes |
942
Posts
Arlen Chou
  • Investor
  • Los Altos, CA
Replied

@Simon Stahl be careful of the sharks in the water... you just put a ton of chum in the water.  Take the time and go to a few of the local meet ups and look people in the eye and ask for references.  @Johnson H. has a big meet up in Milpitas that attracts many helpful people that might be able to help you without taking a fee.  Just buy them beer and pizza and take a ton of notes.

-Arlen

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