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Meet The Team
A Little About Joseph
- 20+ years Real Estate experience
- Licensed California Real Estate Broker: CA DRE# 01034547
- Member of National Association Board of Realtors
- Member of Orange County Association of Realtors
- Member of California Association of Realtors
- Owned and operated local Real Estate offices handling sales for investors, as well as financing
- Graduate from the California State University, Fullerton with a BA in Business Administration
- Loss Mitigation experience for one of the largest Asset Management companies in the country
- Specialize in Investment Property financial analysis, pricing, contracts,
customized marketing plans, and negotiation
A Little About Carlo
- 20+ years Real Estate experience
- Licensed California Real Estate Agent: CA DRE# 01849499
- Member of National Association Board of Realtors
- Member of Orange County Association of Realtors
- Member of California Association of Realtors
- Graduate from the University of California, Irvine with a BA in Economics
- Spent considerable time in the Securities Industry earning the Series 6, 7 and 24 licenses and was the former registered principle for a securities firm
- Specializes in asset preservation, improving cash flow, and income tax reduction
- Possesses vast knowledge in combining various exit strategies including 1031 exchanges, Private Annuity, Trusts (PATs), Charitable Remainder Trusts (CRTs), Tenants in Common (TICs), and Self-Directed Installment Sales (SDIS)
- Innovative in the area of tax advantaged investment strategies and estate
planning - Has successfully assisted clients and advisors defer millions of dollars in capital gains taxes, preserving capital and increasing net income.
A Little About Sherry
- Licensed California Real Estate Agent: CA DRE# 02174698
- Provide punctual, precise, and professional Notary Signing services in Orange County.
- Insured & Bonded
- Maintains a 5-star rating on the National Notary Board
- Specializes in mortgage loan signings. (Including e-signings)
