217 17th Street N. St Pete, Fl 33713

727-537-0040

©2016 by BeachWealth, Inc.

 

ONLY REPRESENTING YOU

No referral fees or commissions accepted

My job is simple, to use my 29 years of experience in the financial, real estate and investment market to give you the best advice possible.


I won't sell you anything, I will only provide you with honest advice and opinions based on your investment and financial needs. I'm the anti-broker, don't work for fees and/or commissions, just charge an hourly fee for consulting services provided.


My focus is on beach communities. The people here and the opportunities are great, plus it's my favorite place to live!


My background is in Accounting, Finance and Business Administration.

I've been a CEO, Tax Preparer, Controller, COO, VP of HR, Director of Finance, Partner, CFO, and have owned a few successful companies, besides holding a Real Estate portfolio in Pinellas County.


I will only advice you in things that I know and will not charge you for wasting your time.

 

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how I work for you

OUR SERVICES

Real Estate Investment Advice

My job is not to sell nor buy

From creating an investment strategy, to tell you how much money you can make, your break even cost, tax implications, retirement planning and portfolio management. I have been part in over 100 real estate transactions and growing.

Retirement Consulting

I'm semi-retired and loving life

I can help you develop strategies for retirement planning, early retirement, 401k roll overs, Roth 401k, Passive income strategies, and how to self-fund your business from your 401k (ROBS). My job is not to sell you services, but to help you fulfill your retirement goals.

Financial Consulting

For your inner millionaire

Whether you have a business, need an hourly advisor, or an interim CEO, CFO or COO, I'm here to help. I have 28 years in business and have done acquisitions, mergers and assisted in selling businesses. Remember I work for you and only for clients like you.

 

BUSINESS HOURS

By appointment only

I'm semi-retired, therefore my hours are flexible. We can meet either at my office, your place or any happy hour venue in between :)

 

CONTACT

Please feel free to contact at your convenience.

217 17th Street N. St Pete, Fl 33713

727-537-0040