Financial/Investment advisor

gman

Posts: 1

Joined: 04/30/2008

TaxQ: 1

Posted on: Wed, 04/30/2008 - 10:51

I’m looking for a seasoned financial/investment advisor in the SF Bay Area to provide consulting and advice on everything from the month-to-month challenges of income/expense to long-term real estate investment strategies. Ideal profile is someone who has both a financial perspective of abundance and creativity as well as a grounded and practical approach to creating wealth. I would greatly appreciate any personal referrals you may have. Thanks in advance.

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Luckystar

Posts: 389

Joined: 03/09/2008

TaxQ: 461

Posted on: Thu, 05/01/2008 - 08:10

Good luck with your quest! Several years ago I asked our esteemed realtor for some names of financial advisors who recognized the value of real estate, and I’ve still yet to hear back from him. LOL! (They tend to prefer stocks.)

If you wanted to go the coaching route, there are some excellent resources in California:

www.mapconsulting.com Their book is: Vital Factors- The Secret to Transforming Your Business and Your Life.
The E-Myth folks are in Santa Rosa. http://www.e-myth.com/pub/htdocs/business_coaching They have books out, too.