As a Certified Financial Planner, my financial planning practice is now working with clients who want to invest money in the real estate market. My formula is to determine what they can spend according to the use and timeframe they want to hold the property. I do the leg-work on working with real estate agents to find the property, negotiate the price, set up an LLC for them if necessary, and close the property. If it is for rental income, I go to the next level and get it rented and managed. My clients do not want to be landlords, just investors who will make their investment goals by working with me as their on-going real estate investment consultant.See an example of my work at www.myhavenretreat.comI live in Brooklyn, NY and have eight residential rental properties in NYC and Connecticut.Specialties: Financial Planner, real estate investment expert, real estate negotiations and contracts - national and international, web site designer. Management consultant.
Financial Workshops For Seniors
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Financial Education SpecialistFinancial Workshops For Seniors Sep 2021 - PresentUnited States
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Managing PartnerTapp,Llc May 2010 - PresentBrooklyn, NyTAPP, LLC is a real estate investment company with investment properties in Connecticut and Brooklyn, NY.
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OwnerReal Estate Investment Consulting, Llc May 2009 - PresentAs a Certified Financial Planner, I advise my clients in real estate investments that fit into their personal and financial goals. With 25 years of experience as a real estate investor and as a financial planner, I assist clients in evaluating real estate investments for their financial portfolios.
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ConsultantThe Financial Education Company Jan 2004 - PresentAs a Certified Financial Planner with backgrounds in all areas of financial planning, insurance, investments and real estate, I develop and present workshops and educate individuals to develop their own financial plans and to understand what they have and what they must do to achieve financial success by meeting the goals they have set for themselves. I facilitate meetings for families who want to work together for multi-generational financial understanding. As a published author, I work with women in groups using my book "Everywoman's Money: Less Debt, More Cash"as the workbook. I am available to companies for making presentations on Retirement Planning, Spending in Retirement, College Funding, Insurance, Estate Planning, Budgeting, and Understanding Investments. I also assist Human Resource people who need to know how the 401K and other retirement vehicles work in their company's plans.
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Financial Education SpecialistFinancial Education Services Sep 2021 - Nov 2022Ames, Iowa, United States
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Financial Education SpecialistThe Vanguard Group 1998 - 2001Traveled nationally to corporations to conduct 3-hour workshops designed to assist employees in six areas of money management: Budget and Debt, nsurance, Retirement Planning, Spending in Retirement, College Funding, Estate Planning, and Insurance. -
Nation Accounts ManagerEastman Kodak Jan 1980 - Jul 1993Held various positions in sales, marketing, and management in the Copier and Outsourcing Services divisions. Kodak meetings facilitator. Six sigma instructor. National Accounts Call Center manager.
Avis Pohl Education Details
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College Of Financial PlanningFinancial Planning And Services -
Iowa State UniversityConsumer Science
Frequently Asked Questions about Avis Pohl
What company does Avis Pohl work for?
Avis Pohl works for Financial Workshops For Seniors
What is Avis Pohl's role at the current company?
Avis Pohl's current role is Member of TAPP,LLC.
What schools did Avis Pohl attend?
Avis Pohl attended College Of Financial Planning, Iowa State University.
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