Josh St Laurent

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 flow automation, entity structuring, and the financial therapy that makes plans actually stick. Based in Lake Tahoe, NV. We travel frequently and work from wherever we land. Always happy to connect with fellow investors.