Josh St Laurent
Tax & Financial Services
Pro Member
Tax & Financial Services
Pro Member
Financial Advisor
Stateline, NV
Josh St Laurent
Tax & Financial Services
Pro Member
Tax & Financial Services
Pro Member
Financial Advisor
Stateline, NV
CFP® and flat-fee fiduciary financial planner specializing in real estate investors and first-gen entrepreneurs ($3M-$30M net worth). I left Fidelity because the model served the firm, not the client. Now I help RE investors design the life the portfolio is supposed to enable — tax strategy, cash...
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