can anyone recommend a super bright and trustworthy financial planner/investment advisor for a client of mine who is making a few million a year? (Please tell me why you...
Morgana R. replied:
I LOVE my guy. I believe he saved my retirement funds when the market crashed in 2008. I trust him, and his approach makes sense to me. And he calls me and keeps me in the loop. Lorand Parenteau.
Brian B. replied:
Brent Kessel is who I recommend (having met him when I worked in a high net worth office). He blends rock-solid financial acumen with insight about human nature, highly cited in Worth magazine and he's worked with some *very* big names in LA. And he's a great guy. ps his book is worth a read http://www.amazon.com/Its-Not-About-Money-Financial/dp/0061234052/
Brent K. replied:
Thank you Brian for the kind words. David, we have many clients with 7 figure incomes and the attendant tax, liability protection, investment, and often, concentrated stock & option planning issues. If you'd like to explore whether we can help, shoot me an email; bfree@abacuswealth.com