3:00 – 3:30, Ryan Finch – Tangible Wealth Solutions
Session Information:
What To Consider When Including Real Estate In An Overall Portfolio
- Understanding the different elements of a real estate deal and how they can increase or decrease risk and why.
- How changes in the perception of a city, neighborhood or property type can create significant changes in value + or –
Ryan Finch
Ryan Finch, CFP®, is President of Tangible Wealth Solutions LLC, a wealth management firm focused solely on helping clients with the real estate portion of their portfolio. Ryan’s previous experience in the financial services industry and real estate includes as a Financial Advisor, CoBiz Wealth: provided comprehensive financial planning for high net worth clients.
Special Assets Banker, CoBiz Financial: worked out problem commercial real estate loans.
Financial Analyst for Mackenzie House LLC: Real estate development company