David C. O’Brien, CFP®, CAIA®, is a Certified Financial Planner (CFP®) and a Chartered Alternative Investment Analyst (CAIA®). He has over 20 years of experience working in financial services and with alternative investment solutions. His focus at the firm is to meet with clients to ensure that each of their needs and concerns are addressed appropriately and accurately and orchestrate the resources available from an independent advisory firm. David is a graduate of the University of Vermont’s Kalkin School of Business with a BS in Finance.
Capital Gain Strategies For Highly Appreciated Investment Real Estate
Asset Strategy is an independent wealth management firm with over three decades of experience. Our ethos is centered on providing our clients with thought leadership, education, and advice across the spectrum of investment and financial opportunities. That’s why we’re excited to help our clients meet their investment and planning objectives when considering the sale of investment properties through a 1031 exchange. We’ll guide you through the process and help you select and acquire suitable 1031 exchange eligible investments to meet your real estate portfolio goals and objectives. Download our complimentary guide today to learn more!