Recommendations for SPANISH SPEAKING financial planners?
August 5, 2014 1:24 PM Subscribe
Can anyone recommend a Spanish-speaking, fee-only financial planner who works with non-rich clients, possibly in the NYC area?
posted by copacetic to Work & Money (1 answer total)
Situation: friends who will shortly be retiring (5 years max) want to buy their first house. They have two sons who, if they get a multi-family dwelling, could use their earning power to help support the mortgage. However, this runs counter to everything I've ever heard about a) simplifying your finances before moving to a fixed income, b) not building a lot of stairs into the last part of your life. Can anyone suggest a good advisor that they might meet with who could walk them through the pros & cons of this strategy?
I know about the NYC Office of Financial Empowerment, NAPFA, and Garret Network. I've read the other financial planning threads, especially those specifying NYC, but none pointed towards Spanish-language resources, so any new suggestions would be most appreciated!