About myself
I am a retired CPA and CFP. My career focused on helping technology founders and executives tax efficiently convert their stock options to diversified wealth (including real estate). I also did a lot of personal financial planning and estate planning for my clients. In my retirement I invest my family portfolio in private and public offerings. I also co-founded an advice-only financial services firm called EquityFTW.com.
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RentalsCommercialOther StrategiesMobile homes
Active 4 months ago
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