Why Combining Real Estate Expertise With Financial Planning Is A Winning Combination

Why Combining Real Estate Expertise With Financial Planning Is A Winning Combination

 

Although my articles usually focus on business leadership and entrepreneurship, my experience in corporate America prior to joining the Navy SEAL teams and the master’s degree following my service are all in real estate finance, investment and development. As an entrepreneur and business owner, I also find it prudent to also stay apprised of the best ways to make your money work for you.

It is human nature to want to be right, particularly when it is your job to be the expert. That is one reason why financial planners, individuals who have spent years studying and passing examinations to be allowed to consult people about their wealth, can be quick to minimize the role of real estate assets in a client’s portfolio.

The average CPA receives little to no advanced education about real estate, be that the market or how to manage real estate assets. Perhaps more importantly, such an advisor spends little to no time keeping up with the market or working in that space on a day-to-day basis. Real estate is not something that you can track casually; it is a fast-paced, highly nuanced industry.

 

Downtown

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San Diego, CA 92101
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5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
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La Jolla, CA 92037
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T: 760.230.1513
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