A Financial Advisor that loves real estate
Hi everyone,
I should have looked more carefully through all the Forum topics and posted here first! C'est la vie. Thanks to Ryan Wakely for introducing me!
I'm a securities (7 and 65) and insurance (life and health) licensed financial planner. I've primarily help families generate income from their investments over the last decade.
While all the families I serve hold real estate in one form or another, I've rarely interfaced with the brokerage community. I've done some tax planning work for transactions involving agents and brokers, but have never pursued it further.
After speaking with Ryan last night, I'm changing my ways! Bigger pockets seems to be a good forum to meet real estate professionals, learn what's important to them, and see if I can fit in somewhere.
I look forward to hearing from all of you!
Scotty
Most Popular Reply
Scott Eichler are you a fiduciary and/or are you a CFP? Most financial advisors/planners I’ve interacted with don’t really care for real estate. They can’t make commissions off it or management fees. If you’re lucky (in my experience) they’ll at least acknowledge that rentals can be a good investment but most just either try to convince me whole life insurance is a good investment (it’s not) or I should stick my money in actively managed mutual funds ( also expensive)