Looking for a Financial Advisor/Planner

[Nick Cates]

Hi. I'm a real estate agent, private lender, and rental property owner. As I continue to expand my efforts, I'm looking for a financial advisor who can advise on creating proper business structures and strategies to maximize returns, but also re asset protection and tax conditions. Let me know if you have anyone you would recommend.  Thanks BP fam!

[James Canepa]

Hello Nick. My team and I use one man and one man only. He is local to you in the LA area and his IG name is @mrwriteoff . Very knowledgeable and will go above and beyond to meet your needs. Let him know Canepa&Co sent you!

[Pratap Koppula]

Investing in RE requires planning, execution, and measuring of results. Here are the essential elements of your financial planning: make sure you consistently check every box to stay on track.

[Denver McClure]

Hey @Nick Cates, I'm a financial Advisor and owner of multiple rental properties. I recommend you speak with our firm's owner, Jeff Nash, who is a CPA and CFP. His primary focus is on tax planning and strategy, and has plenty of experience working with agents, lenders, and rental owners. I'll PM you his contact info.

[Nick Cates]

Quote from @James Canepa:

Hello Nick. My team and I use one man and one man only. He is local to you in the LA area and his IG name is @mrwriteoff . Very knowledgeable and will go above and beyond to meet your needs. Let him know Canepa&Co sent you!

 Thanks for the info.  I'll look him up!

[Nick Cates]

Quote from @Denver McClure:

Hey @Nick Cates, I'm a financial Advisor and owner of multiple rental properties. I recommend you speak with our firm's owner, Jeff Nash, who is a CPA and CFP. His primary focus is on tax planning and strategy, and has plenty of experience working with agents, lenders, and rental owners. I'll PM you his contact info.

 Thanks so much. I look forward to connecting with him!

[Nick Cates]

Quote from @James Canepa:

Hello Nick. My team and I use one man and one man only. He is local to you in the LA area and his IG name is @mrwriteoff . Very knowledgeable and will go above and beyond to meet your needs. Let him know Canepa&Co sent you!

 Great name. I'll look him up! Thanks!

[Fulton Abraham Sanchez]

@Nick Cates, hi. There are over twenty very competent, real estate friendly CPAs here in Biggerpockets. Please reach out to one you feel is a better fit. 

Best of luck. 

Fulton

[Basit Siddiqi]

You may want to see if you are eligible to claim real estate professional status if you are an agent + property owner.

best of luck.