Real Estate Financial Advisors
Showing 9-16 of 20 advisors
Charlotte, NC
James Rodgers
B. Riley Wealth Management
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisDebt Management+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+3
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
6 years
Glenview, IL
Phil Telpner
Breakout Private Wealth
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+2
Typical Clientele
InheritorsReal Estate Agents+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
20 years
Charleston, WV
Jay Williams
McKinley Carter Wealth Services
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+5
Typical Clientele
InheritorsNew Investors+14
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
11 years
Gilbert, AZ
Shanna Tingom
Maridea Wealth Management
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+2
Typical Clientele
Real Estate AgentsProfessional Athletes+10
Pricing Model:
AUM
Number of Clients
180
Years of Experience:
15 years
Overland Park, KS
Brandon Kraus
GreenUp Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningCredit & Lending Needs+8
Typical Clientele
InheritorsReal Estate Developers+25
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
Birmingham, AL
Christopher Taylor
Core Planning
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPhilanthropic Planning and Giving+2
Typical Clientele
New InvestorsReal Estate Agents+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
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
Franklin, TN
David Singer
TBH Advisors
Specialties and Expertise
Retirement IncomePortfolio ConstructionSuccession Planning+3
Typical Clientele
Business OwnersEntrepreneurs+3
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
16 years