ISO financial team - accountant/cfa/cpa

[Nico Corrao]

Hello

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.

[Jaylan Archer]

Hey Nico!

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.

https://www.mainebeancounters.com/about

This is more of an accounting role though so it might only be satisfying one of your questions, but hope it helps!

[Nico Corrao]

Thank you Jaylan!

That business name alone is worth the call :)

- Cheers -

[Byron Valles]

Hi Nico, 

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. 

Byron