Who is the resident Financial Planner of this group?

[OldSchool_1959]

If there are any? I have had the good fortune to have a need for a good financial planner and I thought WTH. If there is a good one here why not talk to them. Couldn't hurt right?
I would think that NCAACoach would be a good start. You out there big fella?

 

[Hark_The_Sound_2010]

I believe @Louigi is a financial planner.

If you're just looking for some investment ideas I could provide some thoughts, but I'm not a registered CFP so I wouldn't want the thoughts to be construed as "advice".

 

[OldSchool_1959]

I believe @Louigi is a financial planner.

If you're just looking for some investment ideas I could provide some thoughts, but I'm not a registered CFP so I wouldn't want the thoughts to be construed as "advice".

Thanks I have spoken with our CPA who we know very well, but not a lot of help there. Our unique issue is our age doesn't allow for slow sustained growth as far as investing for returns is concerned. Our time is limited here, not like inheriting a fortune from a grandparent early in life where one has the good fortune to invest and wait. Our real estate attorney knows someone and we are to meet with him next month. For now I thought I would tap this board as I feel it may be worth it. Never know until one tries. Thanks for the heads up on "Lougi"

 

[Louigi]

Yes, Thank you for thinking of me. I do not wish or intend to solicit services on any forum, but am happy to help those that ask. I am a 3rd generation Investment adviser with 18 years of experience (first 11 years were spent at a major Wall Street firm) and a clean FINRA licence (not counting years of working in brokerage office in high school) and have been a CFP (r) since 2004. I have a BSBA from UNC Kenan- Flagler business school. Also, I am the #1 producing adviser for my firm in FL, but started my career in NC and still have many clients there. Just message me if your are interested and any discussions we have will remain private and confidential per industry practice standards and regulation.