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Updated almost 2 years ago on . Most recent reply

Kayla Zimmerman's profile image
Kayla Zimmerman's profile image
Kayla Zimmerman
  • Member since Jul 6, 2023

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Kayla Zimmerman's profile image
Kayla Zimmerman's profile image
Kayla Zimmerman
  • Member since Jul 6, 2023
Kayla Zimmerman
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Looking for a wealth manager in the Bay Area

Kayla Zimmerman
Posted

Hello,

I’m looking for a Bay Area wealth manager or a specialist who can assist in real estate investing strategies, CPA work etc… We currently own multiple properties with close to 10 rentals and it’s time we found someone who can ensure our taxes are solid, prepares property wealth reports etc.. Does anyone use anybody like this?


Thanks!

San Jose, California
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