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Good 1031
Exchange Sites

• nestegginvesting.com
• How to Evaluate a 1031 TIC Firm
• Avoiding Capital Gains on Your House (1031-121)
• IRS Tax Tips - 1031 Like Kind Exchanges
• IRS Real Estate Tax Tips
• TaxProf Blog
• IRS Pub 544: Sales and Dispositions of Assets
• 1031 Overview

1031 Registered Representatives in California

• Aliso Viejo
  • Brian Nelson, White Pacific Securities
• Altadena
  • Tony Frisina, Creekstone Partners
• Aptos
  • Toni Sutherland, Alta Investment Group
• Bakersfield
  • David Bedke, David K. Bedke
• Beverly Hills
  • Katie Jansen, Cap Harbor
  • Jim Shaw, Cap Harbor
  • Tyler Strateman, Cap Harbor
• Burlingame
  • Robert Setser, Net Equity Associates
• Campbell
  • Philip Hulme, Presidio Exchange Advisors
  • Sid Jain, Moneymallusa Corporation
  • Barry LeMay, AMBAR Financial Group
• Carlsbad
  • Dan Croke, The 1031 Investment Source
  • William B. Krusheski, Portfolio Advisors Alliance, Inc.
  • Tracy Turner, Turner Financial Group
• Carmichael
  • Gary Hancock, OMNI Brokerage
• Citrus Heights
  • Dave Niekamp, White Pacific Securities
  • Joseph Spagnoli, Spagnoli Financial Group
• Coronado
  • David Elhoff, Independent Financial Group LLC
  • Rich Giglio, Alexander Partners
  • Christopher Giglio, Alexander Partners
• Costa Mesa
  • Burke Dambly, Private Asset Group Inc
  • Daryl Holzberg, Private Asset Group Inc
  • Robert Horning, Private Equity Group LLC
  • Michael Hughes, NGAS Securities, Inc.
  • Jim Walsh, Private Asset Group Inc
• Covina
  • Cindy Chiu, Private Equity Group LLC
• El Dorado Hills
  • Joe Benguerel, Direct Capital Securities
• Fresno
  • David Little, Little Business Wealth Advisors Inc.
  • James Winter, Waddell & Reed, Inc.
• Irvine
  • Bill Hoop, BILL HOOP
  • Keith Johnson, Midpoint Financial Services
  • Stacy Kent, Brookstreet Securities Corporation
  • Kevin Lee, Brookstreet Securities Corporation
  • Kathleen McPherson, Brookstreet Securities Corporation
  • Jan Ryan, Cornerstone Real Estate Funds
  • Steve Skytte, Brookstreet Securities Corporation
• La Mesa
  • Eric Schindler, Schindler Financial Group
• Laguna Hills
  • Alan J. Schryer, 1031 Advisors USA
• Lake Forest
  • Mark Turner, Wealth Management Strategies
• Larkspur
  • C. Joseph Ramos, PCM Exchange
• Lincoln
  • John Mitchell, Mitchell Montgomery Inc.
• Los Altos
  • Dana Kleiman, Presidio Exchange Advisors
  • Leslie Pappas, Archer Investment Advisors
• Los Angeles
  • Hasmig Derderian, Alexander Partners
  • Rene Estrada, Financial West Group
  • Brian Levy, Envoy Capital Partners
  • Tim Marshall, TM 1031 Exchange
  • Bill Sours, The 1031 Group-Kone Investment Company
• Menlo Park
  • Andrew Titley, Andrew Titley Inc
• Milpitas
  • Atul C. Dubal, CFP, ZenhanceFinancial.Com
• Newport Beach
  • Michael Cruz, Courtland Securities Corporation
  • Dryden Pence, Pence Wealth Management
• Novato
  • Jack Ward, Independent Financial Group LLC
• Oakland
  • David Chick, Capital Asset Planners, LLC
  • Michael Coen, Liberty Group LLC
  • David Hollander, Liberty Group LLC
  • Lyle Johnson, Liberty Group LLC
  • Royal Krieger, Krieger-Campbell, Incorporated
  • Adam McNulty, Liberty Group LLC
• Orange
  • John Harvey, Cornerstone Exchange Services
  • Thomas Kulzak, Cornerstone Exchange Services
  • Christina Nielson, Cornerstone Exchange Services
• Palm Springs
  • Jack Ellison, Independent Financial Group LLC
• Pasadena
  • Jesse Thomas, JRW Investments
• Pleasanton
  • Larry Nebel, Welton Street Investments
• Portola Valley
  • Michael Lopez, Envoy Capital Partners
• Rancho Mirage
  • Zoltan R. Posa, Triplenet Investment Exchange Inc.
• Riverside
  • Randy K. Barkley, Liberty Group LLC
• Roseville
  • Daniel Ahmad, QA3 Financial Corp
  • James Files, QA3 Financial Corp
  • Cliff Gamble, ePlanning Securities, Inc.
  • Sean McCandless, White Pacific Securities
• Sacramento
  • Eric Groth, White Pacific Securities
  • Kensington Tobe, Wealth Management Group, LLC
• San Bernardino
  • Ken Miles, KCM Capital Management, Inc.
• San Buenaventura (Ventura)
  • Don Nelson, Don Nelson Team
  • Tim Wilbur, Ardent Income Consulting
• San Diego
  • Jim Adams, Midpoint Financial Services
  • Pat Brennan, Capital Growth Inc./IFG
  • Ginger Chang, Steven L. Falk & Associates
  • David Freedman, Freedman Consulting
  • David J. Hartness, 1031 Exchange Strategies, Inc. - Omni OSJ Branch Office
  • Joshua Koehnen, Financial Designs, Ltd.
  • Joe LeBlanc, Financial Designs, Ltd.
  • Timothy F. Leahy, 1031 Exchange Strategies, Inc. - Omni OSJ Branch Office
  • Mark Luban, 1031 Exchange Strategies, Inc. - Omni OSJ Branch Office
  • Don Meredith, Concorde Exchange Group
  • Stacey Morimoto, Midpoint Financial Services
  • Aubrey Morrow, Financial Designs, Ltd.
  • Steve Nartker, Steven L. Nartker
  • Gary Newman, John Hancock Financial Network
  • Laura Stees, Golden Compass Wealth Advisors LLC
  • Micah Wei, First Allied Securities, Inc.
• San Francisco
  • Eddie Shu-wing Hong, FSC Securities Corporation
  • Cheryl A. Lane, Chrysalis Capital Group, LLC
  • Lawrence Mathews, Alexander Partners
  • J. Andy Mendell, Anders 1031 TIC Real Estate
  • Dan Mytels, Sycamore Investments
  • Steven A. Nelson, White Pacific Securities
  • Carl Wescott, Sycamore Investments
  • William White, Alexander Partners
• San Jose
  • Robert Estupinian, Regent Capital Group
  • Tim J. Sherer, The Sherer Group
• San Juan Capistrano
  • Haynes Kendall, Capital Financial Services
• San Luis Obispo
  • Jeffrey S. Cederberg, CapWest Securities
• San Marino
  • Michelle Langer, Tweed Financial Services
  • Rusty Tweed, Tweed Financial Services
• San Mateo
  • Gordon Dunne, Financial Services Network
• San Rafael
  • Harold Lustig, Ludwig Financial Group
  • Larry Miller, Turnkey 1031s
• Santa Ana
  • Gordon Huber, CNP Securities, Inc.
  • Carol Van Renesselaer, CNP Securities, Inc.
• Santa Barbara
  • Kip Congdon, Congdon-Jeffers Group
  • Ian Lucas Filippini, Filippini Financial Group, Inc.
  • John Jeffers, Congdon-Jeffers Group
  • James Whitson, James Whitson
• Santa Cruz
  • Ron Ellis, CapWest Securities
  • Clint Hufford, RVM Associates
• Santa Monica
  • Michael Lynch, Direct Capital Securities
• Santa Rosa
  • Rey Frimmersdorf, 1031 Exchange Solutions
  • Christopher W. Sloan, North Bay Commercial
• Seal Beach
  • John Murrin, Empire Securities
  • DeVonna Murrin, Empire Securities
• Sonoma
  • Rocco Cortese, Presidio Exchange Advisors
• Sonora
  • Richard Kowalczyk, CapWest Securities
  • Kerry Worden, Welton Street Investments
• Stockton
  • John Notman, Notman Financial Group
• Sun City
  • John Borger, Royal American Financial Advisors, LLC
• Tiburon
  • Maria Robinson, GBS Financial Corp.
• Torrance
  • Miki Hashimoto, Empire Securities
• Walnut Creek
  • Jim Crocker, Aspire Financial
  • John De Maio, Presidio Exchange Advisors
  • Martin Gates, Presidio Exchange Advisors
  • John Hess, Presidio Exchange Advisors
  • Cary Losson, 1031 Exchange Options
  • Steven D. Meahan, Tax Reduction and Investment Strategies
  • Kian Nobari, 1031 Exchange Options
  • Danny Shaw, Aspire Financial
  • David C. Waal, Presidio Exchange Advisors
• Yorba Linda
  • Gary Bowman, Gary M. Bowman CFP