CFPs or CPAs in Southern NJ or PHL area?

[Counselair]

Sorry to put this on the Majors Board but I figured who better to ask. I'm probably the one and only pilot you'll ever hear admit that I'm not an expert on financial planning.

Anyone know of any Financial Planners or CPAs in Southern New Jersey/ Philadelphia area that have experience with pilot portfolios? Any recommendations or suggestions on whom to stay clear of?


Thanks,

Counselair

 

[venr122]

pm sent

 

[ualdriver]

Sorry to put this on the Majors Board but I figured who better to ask. I'm probably the one and only pilot you'll ever hear admit that I'm not an expert on financial planning.

Anyone know of any Financial Planners or CPAs in Southern New Jersey/ Philadelphia area that have experience with pilot portfolios? Any recommendations or suggestions on whom to stay clear of?


Thanks,

Counselair

Try the Garrett Planning Network if you can't find any good reccommendations. They're basically a group of CFP's who are fee based only (i.e. they don't try to hit you for a % of your invested account). There's a section of the website where you can find CFP's in your area by zip code.

http://www.garrettplanningnetwork.com/index.asp?tohome=yes

 

[Counselair]

Thanks guys I'll check them out.

CS