All Forum Posts by: Peter Vander Ploeg
Peter Vander Ploeg has started 1 posts and replied 12 times.
Post: Real Estate Questions for a Certified Financial Planner (CFP)
- Financial Advisor
- Denver
- Posts 12
- Votes 8
Hi Taylor,
Thank you very much for your time and input! I’ll let you know as I begin to write the blog series. I want to help provide a different perspective absent of any sales agendas. My goals are to provide value to the Bigger Pockets community and learn from like-minded real estate investors. My best to you as you serve your your tenants during this difficult season in life.
Sincerely,
Peter
Post: Real Estate Questions for a Certified Financial Planner (CFP)
- Financial Advisor
- Denver
- Posts 12
- Votes 8
Hi All -
I plan to write a blog series for the bigger pockets community, and I’m looking for topics that are important to you. Could you answer these 3 questions to help me? Thanks for taking the time to leave a reply.
- What problems are you facing as a real estate investor?
- What questions do you want to ask a Certified Financial Planner (CFP)?
- How could a CFP help you with your real estate investing?
Why write a blog series? - From what I can tell, there is a desire and a need for quality advice, but finding a CFP that "speaks real estate" seems to be very difficult. I have read countless posts that real estate investors are either running into advisors who don't understand real estate investing or only offer a solution like a Real Estate Investment Trust (REIT). Both of these scenarios don't meet the needs of today's real estate investor, and I believe my background puts me in a unique position to help.
A little about me - I am a Certified Financial Planner (CFP) with a Masters Degree in Real Estate Finance who has a heavy background in real estate acquisition, renovation, and investing. I have experience with fix-n-flips, public trustee auctions, residential sales, multi-family acquisition and management, and commercial analysis. Also, I am a real estate investor looking to expand my own portfolio. As a CFP I have solved problems and created financial plans for clients with a net worth of up to thirty million. A few areas of my expertise pertaining to real estate investors are financial planning, investment management, tax strategy, small business strategy, and cash flow analysis.
Thanks Again!
Peter