Scott Offerman work email
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Scott Offerman personal email
I am the Founder of 1031 Financial and a registered representative with 1031 Securities, Inc. and I hold the following securities licenses SIE, Series 22 and Series 63 and concentrate on 1031 Delaware Statutory Trust (DST) Reg D private placement investments. I mostly work with professional advisors such as attorneys, accountants and qualified intermediaries to assist their clients with their real estate transactions. I provide accredited investors access to investment properties that have incremental interests for sale with an added benefit of being able to replace debt on a non-recourse basis.1031 DSTs may provide benefits for high net worth investors, including but not limited to the potential for capital gains tax deferral, asset protection, and balance sheet advantages. DST real estate investments are only available to accredited investors ($1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly for the prior two years and same expected going forward). There are material risks associated with the ownership of 1031 DST Real Estate investments, including but not limited to tenant vacancies, loss of entire principal amount invested, and potential cash flows, returns, and appreciation are not guaranteed.Securities offered through 1031 Securities, Inc. member FINRA/SIPC.
1031 Financial
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Registered Representative1031 Financial Jan 2013 - PresentI provide an investment option for individuals selling investment property, and want to defer Capital Gains. So instead of the seller paying the capital gains or finding their own replacement property I represent properties that have incremental interests for sale.
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Registered Representative1031 Financial Jan 2013 - Present
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Founder1031 Financial Jun 2012 - Present
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PartnerCornerstone Life Funds, Llc 2011 - Dec 2012A dynamic management team with more than 40 years of combined experience with results tied directly to investor returns. Team members have specialties in life insurance contracts, tax efficient offshore structures, distressed and non-performing debt acquisitions, as well as specialty wealth and investment advisory services and securitization.
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Senior Managing DirectorNational Financial Network, Llc 2005 - 2011Specializing in premium financing, life settlements, and advanced estate planning. Combined no recourse premium financing experience with aggressive gifting strategies using trusts, LLCs, and family partnerships.
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Legacy And Benefits SpecialistBizsync Insurance Planning 2002 - 2005Specializing in premium financing, life settlement, and advanced estate planning in addition to other tax and estate tax avoidance strategies with high net worth individuals.
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AgentMassmutual Financial Group 2002 - 2004Springfield, Massachusetts, Us -
Vice President, Coo And CtoRealvoice Media 1998 - 2002Set technical direction and led nationwide sales and marketing development efforts. Instrumental in generating 200% growth per year for four consecutive years. Managed new accounts through innovative, intelligent implementation approach.
Scott Offerman Education Details
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Tulane University
Frequently Asked Questions about Scott Offerman
What company does Scott Offerman work for?
Scott Offerman works for 1031 Financial
What is Scott Offerman's role at the current company?
Scott Offerman's current role is Founder 1031 Financial.
What is Scott Offerman's email address?
Scott Offerman's email address is so****@****ync.com
What schools did Scott Offerman attend?
Scott Offerman attended Tulane University.
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