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Updated over 6 years ago,
CPA, Finacial Advisor, or both?
Hello guys!
Like many others I am new to real estate investing and after circling the pool for over a year, I finally jumped in. I’m in contract for 2 OOS properties and looking at 3 others at this time.
One big concern I have is if a financial planner is necessary as well as a CPA, or if the CPA can cover all the bases. I am living in the Sacramento area, yet not familiar at all. I tend to go to work and go home 98% of the time. My properties are in my home state.
Does anyone have experience with either a real estate guided CPA or financial planner? I’m pretty good about watching and keeping up with my own money, yet no good with projections or other options for investing.
Please share and advise on your experiences.
Thanks in advance,
Katlin