In this episode host, Belle Osvath, CFP®, interviews Rich Arzaga, CFP® CCIM, the Founder of The Real Estate Whisperer Financial Planning. Rich specializes in creating detailed financial plans that analyze and evaluate client real estate holdings. His approach provides valuable insight far beyond what most planners provide and has allowed him to build a thriving practice in a highly sought after niche.
Rich believes that most financial planners fall short when it comes to this major asset class. He talks about his approach and how planners can get the training they need to better serve their clients.
Links:
- Email rich@whisperre.com
- Website: https://www.whisperre.com/
- LinkedIn: https://www.linkedin.com/in/richarzaga/
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPANCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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