Looking for a CPA and/or Financial Advisor (must be a fiduciary)

[Brian Larson]

Hi BP Community,

My wife and I hold W2 jobs.  I also moonlight as a realtor (a few transactions a year nothing major).

We have a personal home in San Jose with an ADU and we hold out-of-state real estate investments in PA.

Lastly, my wife collects K1 Income from a family trust on a monthly basis.

We are looking for a new CPA and/or financial advisor.  Does anyone have any recommendations?  Let me know.  Thanks.