The Certified Financial Planner Who Recommends Real Estate
Kathleen Van Den Berg, aside from having a long name has an alphabet of academic designations after her name: MBA, Master of Business Administration; CFP, Certified Financial Planner; CLU, Certified Life Underwriter; I may be missing some other letters but I know Kathleen also has her mortgage license.
I first met Kathleen through an introduction by a mutual friend and I find her presentations and our conversations fascinating as she is the only fee based CFP who will talk to me hahaha. The fee based CFP’s I’ve been referred to simply don’t have time for me. First of all, the ones I’ve reached out to require 1-2 million of investable assets, typically not real estate since they don’t make money on real estate.
That’s where Kathleen is different, she’s open about her own real estate portfolio, the fantastic returns she’s getting and recommends some real estate to everyone even though she doesn’t directly make money selling real estate. She’s also highly educated and can apply financial planning theory and products that make sense to real estate investors hence the reasons we’re hired Kathleen for a portfolio review.
She has also agreed to come present at a future Halton REI event after snowmobiling season is over so make sure to register as live, in person presentations and meetings are best. To register, go to www.HaltonREI.ca
Without further ado, I give you Katheen Van Den Berg.