Anyone have a good PE specialist financial advisor?

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I can get you a good referral.
A bunch of guys in Boston use him.

Could you send me a referral as well?

Have a good referral as well who many of my clients (and some of my colleagues) use.

Can you DM it to me as well as OP?

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At what point do you need an FA?

Do you understand when to best execute options? Be as tax efficient as possible with carry and K-1s? Do you know best timing to harvest tax losses?
All kinds of questions like this are best answered by a professional FA. If you’re at a point in your career when these are starting to pop up, hire one and get ahead of the potential problems.
I’ve been around the industry for 16 years and rely on my FA to watch over me and know these answers.

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