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Rich Arzaga

rich@whisperre.com

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Professional journey, skills, and background

Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face. As the Founder and CEO of The Real Estate Whisperer Financial Planning, an advice-only firm, Rich brings a wealth of expertise. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.

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https://www.journalofaccountancy.com/issues/2010/jan/20091743.html
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Financial Planning & Investment

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Financial Planning & Investment

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