Herb Alston, Mba, Aif®
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Herb Alston, Mba, Aif® Email & Phone Number

Financial Strategist at Thornwood Financial
Location: Oakland, California, United States 5 work roles 2 schools
1 work email found @concordeis.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email h****@concordeis.com
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Current company
Role
Financial Strategist
Location
Oakland, California, United States

Who is Herb Alston, Mba, Aif®? Overview

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Herb Alston, Mba, Aif® is listed as Financial Strategist at Thornwood Financial, based in Oakland, California, United States. AeroLeads shows a work email signal at concordeis.com and a matched LinkedIn profile for Herb Alston, Mba, Aif®.

Herb Alston, Mba, Aif® previously worked as Owner/Registered Representative at Canyon Pacific Financial Services and Founder at 1031 Exchange Site. Herb Alston, Mba, Aif® holds Master Of Business Administration - Mba, International/Global Business from Saint Mary'S College Of California.

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Email format at Thornwood Financial

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*@concordeis.com
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Profile bio

About Herb Alston, Mba, Aif®

It's easy to schedule a meeting. My calendar is as close as the "calendly" link below. Copy the link into a browser to schedule a meeting.Visit 1031exchangesite.com for more information, including any potential risks.📞 𝗟𝗘𝗧𝗦 𝗧𝗔𝗟𝗞: https://calendly.com/herbalston/30minSecurities offered through Concorde Investment Services, LLC (CIS), member FINRA (finra.org) /SIPC (sipc.org). Insurance products offered through Concorde Insurance Agency, Inc. (CIA). 1031ExchangeSite.com and Canyon Pacific are separate, unaffiliated entities independent of CIS and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.CA Ins. License #0M21935

Listed skills include Mergers And Acquisitions, Finance, Series 7, Alternative Investments, and 15 others.

Current workplace

Herb Alston, Mba, Aif®'s current company

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Thornwood Financial
Thornwood Financial
Financial Strategist
Oakland, CA, US
AeroLeads page
5 roles

Herb Alston, Mba, Aif® work experience

A career timeline built from the work history available for this profile.

Owner/Registered Representative

Current

San Francisco, California, United States

The team at CANYON PACIFIC has over 23 years of combined real estate sales and consulting to individuals and property investors. Since 2010 we have been assisting long-term investors considering other options than active, day-to-day property management. CANYON PACIFIC provides a platform of alternative LIKE-KIND properties where simply buying another apartment building, single NNN property or rental unit is not your only option.One option is called the Delaware Statutory Trust (DST).… Show more The team at CANYON PACIFIC has over 23 years of combined real estate sales and consulting to individuals and property investors. Since 2010 we have been assisting long-term investors considering other options than active, day-to-day property management. CANYON PACIFIC provides a platform of alternative LIKE-KIND properties where simply buying another apartment building, single NNN property or rental unit is not your only option.One option is called the Delaware Statutory Trust (DST). The DST is a portfolio of usually Necessity Retail (ie: Walgreens, CVS, etc…), Self Storage, or Class A Multi-family to name a few that can be identified as LIKE-KIND replacement property. If you would like to learn more about this contact Herb to learn more about your options when selling investment property. Buying another property is not your only option.Consider all of your options and lets talk. Copy and paste my calendly link at the bottom and set up an appointment to discuss your personal situationA second area of our practice is Retirement planning. Are you 100% certain you’re going to have a great retirement? Or do you have some doubt? We review your existing retirement plan to see how we may improve it and offer you some options. We do this one-on-one and at the company level. There are many firms whose 401K plans could use a reassessment. As a city, state, police or fire department employee are you getting the best results from their 457B or 403B plans? Let's talk.There are numerous surveys that outline how over 70 plus percent of us may need some form of care in retirement. How are you planning for that? Do you have the old kind of life insurance or the new kind of life insurance? What’s the difference you ask? Click on the calendly link below to set up an appointment.Visit www.1031exchangesite.com for more information, including potential risks.https://calendly.com/herbalston/30min Show less

Jan 2013 - Present

Founder

Current

San Francisco, California, United States

The 1031ExchangeSite portal is a site created to outline CANYON PACIFIC’s focus on 1031 Exchange. We provide alternatives to simply buying another property to those seeking to consider all of their options in a 1031 Exchange.We have found that many people like what they are doing. They enjoy trading one property for another, managing one or more apartment buildings or building that commercial property empire. However there comes a time when the day-to-day management or the midnight… Show more The 1031ExchangeSite portal is a site created to outline CANYON PACIFIC’s focus on 1031 Exchange. We provide alternatives to simply buying another property to those seeking to consider all of their options in a 1031 Exchange.We have found that many people like what they are doing. They enjoy trading one property for another, managing one or more apartment buildings or building that commercial property empire. However there comes a time when the day-to-day management or the midnight calls about the broken water heater or the constant changes in local ordinances around rent just don’t work anymore. 1031ExchangeSite is the place to expand your knowledge and to learn that BUYING ANOTHER PROPERTY IS NOT YOUR ONLY OPTION.Visit www.1031exchangesite.com for more information, including potential risks.To set up an appointment cut and paste the link below:https://calendly.com/herbalston/30min Show less

Jan 2020 - Present

Registered Representative

Current

San Francisco, California, United States

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA (finra.org) /SIPC (sipc.org). Insurance products offered through Concorde Insurance Agency, Inc. (CIA). 1031ExchangeSite.com and Canyon Pacific are separate, unaffiliated entities independent of CIS and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for… Show more Securities offered through Concorde Investment Services, LLC (CIS), member FINRA (finra.org) /SIPC (sipc.org). Insurance products offered through Concorde Insurance Agency, Inc. (CIA). 1031ExchangeSite.com and Canyon Pacific are separate, unaffiliated entities independent of CIS and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.CA Ins. License #0M21935 Show less

Jan 2013 - Present

Professional Realtor

Current

San Francisco Bay Area

Coldwell Banker (CB) closed over $240B in real estate sales in 2019. Over the past several years there has been much disruption in the real estate market, but CB has maintained its position at the top. By listing through the Coldwell Banker, you will reach the greatest number of potential national and international prospects. CB’s internet presence is far and while and the most sites of any company in the marketplace. The buyer for your home may already be registered on one of our portals and… Show more Coldwell Banker (CB) closed over $240B in real estate sales in 2019. Over the past several years there has been much disruption in the real estate market, but CB has maintained its position at the top. By listing through the Coldwell Banker, you will reach the greatest number of potential national and international prospects. CB’s internet presence is far and while and the most sites of any company in the marketplace. The buyer for your home may already be registered on one of our portals and will receive notification immediately when your home is placed on our network.In 2019 CB RealVitalize was born. Did you need to paint the inside of your home or replace that heavy garage door with a beautiful rollup door? Coldwell Banker's RealVitalize plan will pay for those upgrades prior to going on the market. We have partnered with HomeAdvisor and you can select an Contractor who has proven track record and has the credentials to do the work. Make those updates to your home before selling and CB will foot the bill before going on the market at NO COST to you. There is NO LIEN attached to your home. Ask me how.CB has continued to innovate with top technology from virtual tours to virtual open houses. The oldest Real Estate company in the US. Why did we change our logo after 42 years? Check out this link and learn why. https://www.youtube.com/watch?v=AmY7l56Gh98Directly from the 2023 CB Annual Report, In 2022 CB agents handled over 48,444 transactions sides over $1M and 354 over $10M. This equates to $288M in daily luxury sales (a 100% increase over 2019's $144.4M per day average sales) with an average sale price of $2.2M for 2022 in this category. In 2019 CB agents sold over 27,595 transaction sides, in 2022 a 56% increase. The entire report can be seen at https://blog.coldwellbankerluxury.com/the-report-2023/Call, email or text me and find out how I can help you find your dream home or assist you in the transition of your next home or investment property. Show less

Nov 2008 - Present
2 education records

Herb Alston, Mba, Aif® education

FAQ

Frequently asked questions about Herb Alston, Mba, Aif®

Quick answers generated from the profile data available on this page.

What company does Herb Alston, Mba, Aif® work for?

Herb Alston, Mba, Aif® works for Thornwood Financial.

What is Herb Alston, Mba, Aif®'s role at Thornwood Financial?

Herb Alston, Mba, Aif® is listed as Financial Strategist at Thornwood Financial.

What is Herb Alston, Mba, Aif®'s email address?

AeroLeads has found 1 work email signal at @concordeis.com for Herb Alston, Mba, Aif® at Thornwood Financial.

Where is Herb Alston, Mba, Aif® based?

Herb Alston, Mba, Aif® is based in Oakland, California, United States while working with Thornwood Financial.

What companies has Herb Alston, Mba, Aif® worked for?

Herb Alston, Mba, Aif® has worked for Thornwood Financial, Canyon Pacific Financial Services, 1031 Exchange Site, Concorde Investment Services, and Coldwell Banker.

How can I contact Herb Alston, Mba, Aif®?

You can use AeroLeads to view verified contact signals for Herb Alston, Mba, Aif® at Thornwood Financial, including work email, phone, and LinkedIn data when available.

What schools did Herb Alston, Mba, Aif® attend?

Herb Alston, Mba, Aif® holds Master Of Business Administration - Mba, International/Global Business from Saint Mary'S College Of California.

What skills is Herb Alston, Mba, Aif® known for?

Herb Alston, Mba, Aif® is listed with skills including Mergers And Acquisitions, Finance, Series 7, Alternative Investments, Abs, Cmbs, Capital Raising, and Series 63.

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