Greetings Point Loma. Does anyone have a referral for a long term financial planner recommendation that can provide a consultation for a business ? Thank u.
Monica S. replied:
Dennis Brewster with Sage Point Financial hang on for phone number.
Monica S. replied:
858 558-2090 i think he is option 2 on the voice message if I recall correctly.
Lisa L. replied:
Ward Gorham at Morgan Stanley
Jenny K. replied:
Highly recommend Perry at Marine Street Financial: http://www.marinestreetfinancial.com/. He is our personal advisor and also manages the 401 k for my husband. Great, smart, trustworthy, honest guy. Tell him the Pletner’s sent ya.
Does anyone have any advice on finding a financial planner , one who is familiar with our type of work ? Thanks ! :)
Rachel L. replied:
Angi Ursetta might have some insight into that!
Rebecca G. replied:
I think Ariel Gold does that! And if you want a book “The Wealthy Crewmember” is a good start.
Ariel G. replied:
Hilary check out my website at themoneystylist.com and shoot me a quick email. I can refer you to a handful of trusty coaches or financial planners since I’m not taking on new clients currently
Carlie T. replied:
I’ve been with Alejandro Ochoa for years. He works primarily with entertainment industry professionals & small business owners. He listens to your needs/goals & thoroughly explains everything. Highly recommend & enjoy working with him! http://www.mytruewealth.net/p/alejandro-j-ochoa-crpc
We need some recommendations to quality people in these industries:
*Bamboo Flooring
*Cleaning Service
*Windows: Sales, washing, & installation.
*Financial...
Stephanie S. replied:
David Nolan does window sales along with solar. He's Josh Perry's brother in law.