Pertria Announces Relationship with CPA Randall Reynolds
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers, tax professionals and legal counsel.
At Pertria, as well as in his private practice, Randy handles financial planning opportunities to assist in re-structuring transactions to reduce taxes and exposure for clients and also manages the myriad of tax situations that occur with these real estate transactions.
On working with Pertria, Mr. Reynolds said: “The professionals at Pertria have radically changed my perspective on what it means to provide a complete solution focused on the best needs of the client, expressed or not, to further their financial well-being.”
Shawn Okumura, Financial Adviser at Pertria said of working with Randy, “In today's complex and ever-changing financial landscape, a qualified tax professional is critical to the overall wealth management process. As a financial adviser, it is necessary to collaborate on behalf of the client to determine the tax impact of various investment and planning strategies. Being able to team with a CPA of Mr. Reynolds’ caliber and integrity adds tremendous value to the client relationship."
In 2004 Pastorino founded Pertria, a firm representing residential and commercial real estate sales, investment analysis and property management strategically aligned with like-minded financial professionals including certified financial planners, tax advisers, insurance specialists and specialized legal counsel collectively providing clients with well-grounded strategies focused on maximizing opportunities and mitigating risk.
Firm Facts: Licensed real estate brokers who have passed the Series 65 exam; Experienced in charitable remainder trusts; IRC§ 121, REO and short sales; divorce; probate and relocation; reverse exchanges, and IRC§1031-1033; Real property management portfolio exceeds $202 million in value; Real property management portfolio rent revenues of $9.2 million annually; Integration of technology providing increased capacity to efficiently process client; financial reporting and resident management; Establishment of rigorous 26 week Real Estate Investment Advisory education course featuring speakers from disciplines ranging from Legal Counsel, Financial Services, Insurance, Commercial, Exchange Coordinators, TIC, Trusts, IRA.
For more information on Pertria and Helen Pastorino, please visit www.pertria.com