We've heard of the 1920s-era "shoe shine boys" trying to give stock tips to the shiny-shoed Wall St. traders. Then there's the Peter Lynch cocktail party, where, when the information hasBrett Ashcroft-Green, CFP® is a CERTIFIED FINANCIAL PLANNER™ , fee-only fiduciary.He has extensive experience working alongside high-net-worth and ultra-high-net-worth families, with a background in private credit and commercial real estate mezzanine financing as a business director at a large family office. His professional ...

Group 1 - Brett Ashcroft-Green is a CERTIFIED FINANCIAL PLANNER™ and the founder of Ashcroft Green Advisors, a registered investment advisory firm based in Nevada [1] - The firm specializes in working with high-net-worth and ultra-high-net-worth families, leveraging Brett's extensive experience in private credit and commercial real estate mezzanine financing [1] - Brett has a professional background that spans the U.S. and Asia, including significant experience in China, and is fluent in Mandarin Chinese [1] Group 2 - The article does not provide any specific financial, investment, tax, or legal advice, emphasizing the importance of consulting with a qualified financial professional [3] - It highlights that the author's views are based on independent research and professional experience, without any compensation from companies mentioned [2][3]

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese and has served as a court interpreter, enhancing his ability to operate in business and legal settings [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese in both business and legal contexts and has served as a court interpreter [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Group 1 - The article discusses the recent developments during the Trump administration, particularly focusing on the outcomes of the Davos conclave [1] - Brett Ashcroft Green is highlighted as a CERTIFIED FINANCIAL PLANNER™ with expertise in private credit and commercial real estate mezzanine financing [1] - The article mentions Brett's extensive experience working with high-net-worth families and his fluency in Mandarin, indicating a strong background in international finance [1] Group 2 - There is a disclosure regarding the author's long position in various stocks, including VOO, DIA, QQQ, and NVDA, indicating a vested interest in these investments [2] - The article emphasizes that the information provided is for general informational purposes and does not constitute financial advice [3] - It is noted that past performance is not indicative of future results, highlighting the uncertainty in investment outcomes [4]

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working in both the U.S. and Asia, with significant time spent in China, and he is fluent in Mandarin Chinese [1] Group 2 - Brett has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ with expertise in private credit and commercial real estate mezzanine financing [1] - He has worked with high-net-worth and ultra-high-net-worth individuals globally, indicating a focus on affluent clientele [1] - His professional experience includes collaboration with leading commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

分组1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ with expertise in private credit and commercial real estate mezzanine financing [1] - He has worked with high-net-worth and ultra-high-net-worth individuals globally, indicating a strong focus on affluent clientele [1] - His professional experience includes collaboration with leading commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Core Insights - The article highlights the expertise of Brett Ashcroft Green, a CERTIFIED FINANCIAL PLANNER™, who specializes in private credit and commercial real estate mezzanine financing [1] Group 1: Professional Background - Brett Ashcroft Green has extensive experience working with high-net-worth and ultra-high-net-worth individuals globally [1] - He has served as a business director at a large family office, focusing on private credit and commercial real estate [1] - His professional background includes working with leading commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1] Group 2: Language Proficiency - Brett is fluent in Mandarin Chinese, capable of operating in both business and legal contexts [1] - He has previously worked as a court interpreter, showcasing his language skills in professional settings [1] Group 3: Geographic Experience - Brett has spent a significant portion of his career in China and throughout Asia, enhancing his understanding of the regional market dynamics [1]

分组1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ with expertise in private credit and commercial real estate mezzanine financing [1] - He has worked with high-net-worth and ultra-high-net-worth individuals globally, indicating a focus on affluent clientele [1] - His professional experience includes collaboration with leading commercial real estate developers such as The Witkoff Group and Fortress Investment Group [1]