Real Estate Financial Advisors
Showing 17-21 of 21 advisors
San Diego, CA
Shannon Grey
InvestEdge Planning
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeCollege Planning+3
Typical Clientele
Real Estate AgentsRetirees+8
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
23 years
Dallas, TX
Andres Ledesma
Northwestern Mutual
Specialties and Expertise
College PlanningRetirement IncomeBusiness Ownership Strategies+7
Typical Clientele
New InvestorsReal Estate Agents+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Nashville, TN
Justin McCall
Northwestern Mutual
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesDoctors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Grants Pass, OR
Cameron Marzi
Rogue Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningBusiness Ownership Strategies+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
7 years
RH
VIRGINIA BEACH, VA
Rob Hawley
First Financial Group
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+5
Typical Clientele
Real Estate AgentsRetirees+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years