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Updated about 9 years ago on . Most recent reply

User Stats

25
Posts
1
Votes
Amalia G.
  • Investor
  • San Francisco, CA
1
Votes |
25
Posts

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. 

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