Stephen Shloss

CFP®, Investments & Real EstateLicense# 01226354
Regency Real Estate Brokers, Inc.Mission Viejo, CA (949) 292-1323
ABOUT

The Castle Real Estate Group, led by Stephen Shloss, CFP®, are a team of professionals with expertise in selling, buying and investing in Real Estate! The team combines a wealth of knowledge and an up to date approach to Real estate and the current market environment. It's not the same everywhere, so you need a team of professionals you can trust for up-to-date information. We are eager to serve you. Here are some of the things we can do for you: • Analysis of your current Portfolio or property performance - Multi-Family Apartments, Commercial Real Estate. If you are looking to invest in Real Estate, you will get expertise from Real Estate Pros that have brokered Investment property and Multi-Family Apartments. You also gain perspective of a Certified Financial Planner providing objective analysis as a financial guide. • 1031 Exchange DST-1031 Exchange

  • Specialties
    Investment Sales Broker
  • Languages
    English
  • Markets
    Los Angeles, Orange County (California), San Diego
  • Property Types
    Industrial, Office, Flex, Multifamily
  • Awards
    Certified Financial Planner® Agency Leadership Council - Financial planning Chair 2015-Present KW Irvine MC
  • LinkedIn Profile
    Visit Site
  • Websites
  • Company Website
    Visit Site
  • Education
    California State University Long Beach, BA American College, Certified Financial Planner, Financial Planning & Services


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