October 2 - 4 Early Bird tickets are now ON SALE. Purchase your tickets today and save $100!

Get tickets

October 2 - 4 Early Bird tickets are now ON SALE. Purchase your tickets today and save $100!

Get tickets
Skip to content
Two investors reviewing resources on a laptop

Get industry-leading resources — for free

Unlock resources for every investing strategy and stage with a free account.

By continuing, you agree to BiggerPockets LLC's Terms of Use and Privacy Policy

×
Take Your Forum Experience
to the Next Level
Create a free account and join over 3 million investors sharing
their journeys and helping each other succeed.
btn_google_dark_normal_ios Created with Sketch.
Continue with Google
Continue with Apple
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
Already a member?  Login here
Followed Discussions Followed Categories Followed People Followed Locations
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
Market Trends & Data
Buying & Selling Real Estate
Out of State Investing
Real Estate News & Current Events
Real Estate Technology
Investor Mindset
General Info
BiggerPockets Exclusive PRO Area
PRO
General Real Estate Investing
BPCON
New Member Introductions
Questions About BiggerPockets & Official Site Announcements
Off Topic
Starting Out
Real Estate Success Stories
Real Estate Horror Stories
Real Estate Strategies
House Hacking
BRRRR - Buy, Rehab, Rent, Refinance, Repeat
Commercial Real Estate Investing
Mobile Home Park Investing
Innovative Strategies
Land & New Construction
Multi-Family and Apartment Investing
Wholesaling
Rehabbing & House Flipping
Short-Term & Vacation Rental Discussions presented by
Tax Liens & Mortgage Notes
Medium-Term Rentals
Buying & Selling Small Businesses
Outdoor Hospitality
Landlording & Rental Properties
General Landlording & Rental Properties
Managing Your Property
Marketing Your Property
Tenant Screening
First-Time Home Buyer
Real Estate Professionals
Mortgage Brokers & Lenders
Contractors
Real Estate Agent
Financial, Tax, & Legal
Creative Real Estate Financing presented by
Personal Finance
Insurance
Private Lending & Conventional Mortgage Advice
Tax, SDIRAs & Cost Segregation presented by
Foreclosures
1031 Exchanges presented by
Goals, Business Plans & Entities
Legal & Legislation
Real Estate Classifieds
Classifieds
Real Estate Events & Meetups
Reviews & Feedback
Ask About A Real Estate Company
Real Estate Deal Analysis & Advice
Guru, Book, & Course Reviews
Syndications & Passive Real Estate Investing

presented by

Amalia G.'s profile image
Amalia G.'s profile image
Amalia G.
  • Investor
  • from San Francisco, California
  • Member since Aug 26, 2014

User Stats

25
Posts
1
Votes
Amalia G.'s profile image
Amalia G.'s profile image
Amalia G.
  • Investor
  • from San Francisco, California
  • Member since Aug 26, 2014
Amalia G.
  • Investor
  • San Francisco, CA
1
Votes |
25
Posts
Tax, SDIRAs & Cost Segregation

financial advisors in Bay Area

Amalia G.
  • Investor
  • San Francisco, CA
Posted

Good Afternoon Everyone,

I'd like to know if anyone has recommendations on financial advisors in the Bay Area of California. I am not looking for someone to advise on how to invest money, purchase annuities etc. We specifically need help on understanding and  getting proper asset protection lined up. 

I own or co own 10+ properties of various sizes across the US. From sfh to a small apartment complex. 

We are really looking for someone well versed on the ins and outs of real estate investing and the strategies for asset protection. 

If you've worked with someone  please share. 

Cheers. 

0 Votes
Follow
1 Replies
Jump to Last Reply
Log In or Sign Up to Reply
Sort By:

Loading replies...