Need RE CPA, Attorney & Insurance company in the Bay Area?

2 Replies

Hey BP,

I'm assembling my team and starting an asset protection plan. I need recommendations for CPAs, attorneys and insurance companies. For experience investors, who's on your current team? Care to refer them to me? :)

Ps. I'm located near the Oakland area.



Shantel Pilcher, Pilcher Insurance, is my go to gal for insurance.

She can take a deal that some call center retard at Liberty Mutual Insurance can't figure out but provided a quote for anyways, and actually do it, and somehow beat Liberty Mutual's price quote, USING LIBERTY MUTUAL. 

I have no idea how insurance policy brokering works, but somehow that sort of magical thing happens when folks go through her (might help that her father is the Mr. Pilcher...).

I use Les Sawyer for Insurance and have been very happy with service.
I'm curious, what is your asset protection plan?

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