Born2Travel
TUG Member
- Joined
- Jun 7, 2005
- Messages
- 810
- Reaction score
- 71
- Points
- 388
- Resorts Owned
- Kuleana, Sands of Kahana, Marriott Newport Coast Villas, Marriott Grand Chateau, Worldmark, Foxrun
Here's the downside I just discovered upon doing more research- He is only in this business since Sept. which is why he wasn't listed when I first searched last year. He seems to only have 4 or so years experience prior to this. (he was in the military) he has an MBA also and worked for USAA. I have to check into his background more.
There's always a catch.....
Don't be discouraged yet. At least talk to him and give him a chance. We've been with our current CFP for many years now, and we are happy with results and trust him, but the first time I met with him, almost the first words out of his mouth were "I think you should know I'm 25 years old" - that kind of surprised me, and made me think about it, but I always just say to him "is this what you'd advise your mother to do?" He now has the experience he didn't have at that time.