Stephen Shloss

Stephen Shloss

CFP®, Investments & Real Estate, Regency Real Estate Brokers, Inc.

Mission Viejo, CA 92691

Phone (949) 292-1323

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