Real Estate Investing For Professional Men & Women

Immediately after graduating from college, I began working for an independent advisory firm where I studied to become a Chartered Financial Analyst charter holder (CFA) and Certified Financial Planner (CFP®). I was learning so much on a daily basis that I began taking detailed notes to absorb and retain the information. Over time, bullet points turned to sentences and sentences turned to paragraphs. In 2010, I launched an e-newsletter with the goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, my e-newsletter has over 3,000 subscribers. My writing platform expanded when I began regularly contributing to Forbes in 2016 and The Wall Street Journal in 2017. In 2018, I signed a book deal with Wiley & Sons to write a book about turning career success into financial success. Today I’m the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. I’m also the Co-Chief Investment Officer of a digi