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Results (373)
James Setaro Where to find a financial planner in Austin TX
13 April 2015 | 3 replies

I'd love any referrals for financial planners in Austin TX.  Obviously someone with experience in real estate is a big plus. 

Jana Cain ISO SF Bay Area Real Estate Savvy Estate Planner
24 July 2017 | 4 replies

Hi there,A friend of mine is in need of an estate planner who either specializes in real estate, or is particularly well-versed in estate planning where real estate is involved (e.g. someone who can provide more guida...

Audrey Wise Looking for a proforma and/or project planner book
18 July 2024 | 0 replies

Does anyone have a source for spreadsheets or proformas for a multifaceted commercial project? 

Carrie Easton Financial Planner/Real Estate Savvy Accountant in Richmond VA
5 September 2021 | 14 replies

Happy Sunday All!  Seeing if anyone has a recommendation in the Richmond Virginia area for a financial planner and/or real estate accountant.  I am a high income earner as of this year (about $250k) and am interested ...

Nicholas Hughley Looking for a Certified Financial Planner in Houston, TX
2 September 2017 | 6 replies

I am looking to purchase my first live-in flip in Houston, TX. I am looking for an REI-friendly financial planner. I would like suggestions on putting together a financial plan to increase passive income over the next...

Brian Gibbons Can you get leads from financial planners for Lease Purchase?
16 January 2014 | 2 replies

I put this video together to get leads from Financial Planners.

Sellers with no equity

Tenant Buyers with good income.

http://www.youtube.com/watch?v=j4vrLPR5iFw

Julie Shepard Recommendation for a Tax Planner in the SF Bay Area
2 February 2016 | 2 replies

Hi All,Can anyone recommend a great tax planner/tax preparer who understands rental property, 1031 exchanges, etc as well as general overall tax knowledge?A South Bay/Peninsula referral would be the best.Thanks!

Latasha Griffin Need: CPA/tax planner in GA/TN (REI, logistics, laundromat)
10 January 2022 | 0 replies

Does anyone have a good referral on a CPA licensed in GA (and TN would be great) who has experience with not only REI but small business owners in the transportation and laundromat businesses? I'm purchasing a few tru...

Veronica Ortiz-De Anda Urban Planner + R.E. Agent + Civil Eng Newbies Ventura County, CA
4 November 2020 | 8 replies

Hello Bigger Pockets Community!! After listening to BP podcasts for the last 3 three months (I thank the quarantine for that) I finally became a member of BP! I am an urban planner and licensed real estate agent. My h...