nice to meet you
I'm Mary Seo, a real estate professional and financial consultant
I'm dedicated to providing top-notch guidance to my clients on their financial journey. With 20 years of experience in the real estate industry, I hold a wealth of experience and knowledge across various facets of the real estate landscape, coupled with a keen understanding of the real estate and financial markets.
My unwavering commitment to customer service fueled my decision to expand my real estate business into the financial sector in 2014. Since venturing into the financial planning space, I have elevated my services by working with my clients to develop a well-structured and long term financial plan. These plans encompass retirement planning, college funding, and generational wealth management, including asset protection and tax-saving strategies. I consistently excel in guiding my clients by leveraging my financial and real estate background to enhance their profitability and financial well-being.
HOW CAN I HELP?
With my 20 years of experience, I help guide my clients in purchasing their ideal-income properties or dream homes. My expertise shines through my ability to provide counsel to my clients through various aspects of the real estate process, including:
Flip and development projects
I have been recognized as the top producer of the Life Time Masters Club of the Sacramento Association of Realtors, underscoring my commitment to client excellence. I currently serve the Greater Sacramento and Bay Area.
BRE LIC# 01419057
I offer a comprehensive range of personal financial services aimed at helping clients achieve their unique financial goals. I initiate my consultation by conducting a Personal Financial Checkup (PFC) to assess the client's current financial situation and develop both short-term and long-term strategies to bring them closer to realizing their financial dreams
I offer access to an extensive network of reputable financial institutions, allowing clients to access the best products and services tailored to their specific requirements, empowering them to make informed financial decisions. Ask her about:
Business Exit Plan
CA LIFE LIC# 0I83858 | HI LIFE LIC# 508573 | GA LIFE LIC# 3298830
9521 Folsom Blvd. #R, Sacramento, CA 95827
382 Kalaimoku St, Honolulu, HI 96815, USA