ISO financial team - accountant/cfa/cpa
I'm an investor in Maine, Massachusetts, and New Hampshire. (Maine is the primary focus for real estate)
I am in need of a fiduciary for some financial planning, including new and current investment strategies - I'd like someone experienced in multifamily (5+) real estate and commercial real estate to guide me with advice on tax advantages, equity stripping, liabilities, and perhaps cost seg. in the future.
I have been an operator for a good while, but am seeking to get a better understanding of the financial side. Any recommendations from folks with good experiences? Happy to answer questions.
Congrats on looking to expand further.
I would recommend Bob Langworthy over at Maine Bean Counters.
He is phenomenal and deals with owners of real estate throughout Maine and NH.
This is more of an accounting role though so it might only be satisfying one of your questions, but hope it helps!
Out of curiosity, could you elaborate on the need for a CFA specifically? From my experience, CFAs tend to be great with the technical side of wealth management (portfolio management, research, etc.) but do not work with individual clients/investors. If you're looking for a fiduciary, there are professionals who hold other designations such as the CFP, who do specialize in working with individual clients/investors. This is not to say that CFAs who work with clients directly don't exist (I know some) but that is usually not their forte.
Financial Advisor CA (#424350)