myCPE
myCPE

All Courses, One Price. Unlimited Access and Many Benefits.

Subscribe $199

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer
Rich Arzaga

Rich Arzaga, CFP®, CCIM

  • rating
  • rating
  • rating
  • rating
  • rating
  • 4.6 / 5
  • Comprehensive Financial Planning
  • Investment Real Estate Planning
  • Advanced Real Estate Tax Planning
  • Real Estate Buy-Sell-Hold, Disposition and Exchang

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 and Education, an advice-only firm, Rich brings a wealth of expertise to the table. 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.

Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.

Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.

Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.


AI and Real Estate: Your Winning Investment Duo Awaits!
PREMIUM
premium
AI and Real Estate: Your Winning Investment Duo Awaits!
  • Nov 26, 02:00 PM ET
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CFA
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
Rental Income Playbook: Because Your Clients Deserve a Win
PREMIUM
premium
Rental Income Playbook: Because Your Clients Deserve a Win
  • Nov 27, 09:30 AM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Investment Real Estate Cash Flow Insights
PREMIUM
premium
Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors
  • Dec 06, 10:00 AM ET
  • CPA/ABV
  • CFP® (US)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Learn More
  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
DSTs unplugged
PREMIUM
premium
Decoding DSTs: Real Estate’s Best-Kept Secret (Shhh!)
  • Dec 09, 02:30 PM ET
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Tax-Deferred
PREMIUM
premium
Tax-Deferred Real Estate to Stocks: Guide to IRC Sec 1031-721
  • Dec 10, 09:30 AM ET
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews
PREMIUM
premium
Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews
  • Dec 10, 04:00 PM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Learn More
  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating
Real Estate tax
PREMIUM
premium
Strategic Tax Planning for Real Estate Investment Properties
  • Dec 11, 10:00 AM ET
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
The Fine Art of Not Screwing Up Your Clients Real Estate Investments
PREMIUM
premium
The Fine Art of Not Screwing Up Your Clients Real Estate Investments
  • Dec 11, 11:30 AM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
Real Estate Exchange
PREMIUM
premium
Real Estate Goldmine: How the 1031 Exchange Can Fill Your Pockets!
  • Dec 12, 02:30 PM ET
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Navigating Depreciation
PREMIUM
premium
Navigating Depreciation: Strategies for Cost Recovery in Real Estate
  • Dec 13, 11:30 AM ET
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Tax Planning Essentials: Real Estate Capitalization and Cost Recovery Strategies
PREMIUM
premium
Tax Planning Essentials: Real Estate Capitalization and Cost Recovery Strategies
  • Dec 16, 02:30 PM ET
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CLU
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Real Estate Taxation
PREMIUM
premium
Unlocking Value: Partial Disposition Strategies in Real Estate Taxation
  • Dec 17, 04:00 PM ET
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating