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All Forum Posts by: Kayla Zimmerman

Kayla Zimmerman has started 1 posts and replied 1 times.

Classifieds

Post: Looking for a wealth manager in the Bay Area

Kayla ZimmermanPosted
  • Posts 1
  • Votes 0

Hello,

I’m looking for a Bay Area wealth manager or a specialist who can assist in real estate investing strategies, CPA work etc… We currently own multiple properties with close to 10 rentals and it’s time we found someone who can ensure our taxes are solid, prepares property wealth reports etc.. Does anyone use anybody like this?


Thanks!

0 Votes
San Jose, California