All Forum Posts by: Jillian Ez

Thanks @Chad Duncan! I transferred to to a new FA who is a certified CFP so and we started the process, so I'm all set there. I still need a good CPA though!

Thanks, @Mitch Miller! Those are the types of things I want the tax planner/CPA to tell ME about! But I've noted them. Where can I find more info about those networking groups?

Oh yes and I'm in Cary now, but I'm probably going back to LA on Sunday. I'll be back in early January and would love to join any investor groups you recommend!!

@Mitch Miller No this is helpful! I just sent a request for a meeting with Tom. Can't hurt to have a conversation and I'm sure I'll need his services sooner or later. My FA at Merrill gave me a recommendation for a tax guy in LA whom I called and we're going to have a more in-depth conversation on Monday. Yes I'd definitely like someone who takes a more holistic view of my finances, not just manages my money. I've told them no mutual funds from which they get a cut, and I've opened a line of credit against my stocks, which has been amazing. 

Basically I want to take a look at my financial situation now that I own a property and now that I've started renting properties for almost a full year, figure out if I need to do anything to maximize tax savings this year and prepare myself for a mortgage with a better rate next year, talk about my plans for work next year and my switch to real estate, define my financial goals, and help me work out the numbers for a good real estate strategy. They don't have to come up with the numbers, it would just be nice if they could help me get there with the math.

Thanks @Mitch Miller! More of these two:

CPA to look at what moves would be smart tax wise? Or more of a financial planner that can help you make a decision on what your goals are and steps to take to get there?


I have a financial advisor at Merrill Lynch—should he be doing the planing part for me for free as part of him managing my money?

I don’t know if I should use someone in LA or Raleigh. 

Thank you so much for your help!

Hi! I’m looking for someone to help me get a sense of my financial picture and to help me plan my next moves in business and real estate. I own a business in LA and one property, and I want to move away from relying on business income and to start buying in Raleigh, NC. The market moves very quickly in Raleigh and my business is changing at the end of this year, so I’d like someone who can help me get prepared for 2022 THIS year. Cost is definitely a factor but I want someone whip smart who can help steer me towards a very finically fruitful future. Thank you!

This is EXACTLY what I want to do—can I take you out for a coffee to discuss??

@Joshua Frahm how did your flip from 2019 turn out?

@Joseph Bafia so cool! Would love some advice! Everything from mortgage broker to real estate broker.