Paul Ranieri Email & Phone Number

My background is all things real estate and finance. With my prior experience as an NMLS licensed mortgage loan originator in over twenty states, I understand how to get deals from point A to B. In the process of closing transactions around the country, I cultivated a vast network of contacts in the financial services industry, including commercial real estate brokers, wealth advisors, CPA’s, and attorneys.When I was first introduced to the Deferred Sales Trust, it was a pivotal moment in my career and I jumped at the opportunity to help others. Now, my sole focus is working with some of the nation's top attorneys to help clients and centers of influence implement the Deferred Sales Trust as a tax-deferral solution for highly appreciated assets. On a daily basis, I am connecting with CPAs, brokers, wealth advisors, and individuals who are looking to defer capital gains taxes.I work closely with legal, tax, and financial professionals who properly implement the structure.Our client's cases typically range from $2mm - $100mm.I am very passionate about giving back to my community. I volunteer my Saturday mornings as a coach at Challenger Baseball League, a youth baseball league for children with disabilities. In my free time, you'll find me with family and friends, golfing, and traveling with my lady.Feel free to reach out if you or a client are looking to defer your capital gains taxes on the sale of: -Business-Real Estate-Stock-Crypto-CollectiblesSchedule a call with me at the top of my page to learn more about what we do!

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  San Diego State University

  Business And Personal/Financial Services Marketing Operations