Herb Alston
Financial Strategist @Thornwood Financial
Signup · Get unlimited contacts
WORK HISTORY
Financial Strategist @Thornwood Financial
Oakland, CA, US
I help people turn complicated decisions into clear next steps.I sit at the intersection of real estate, alternatives, and insurance: 1031 exchanges, Delaware Statutory Trusts (DSTs), private real estate platforms, diversified funds, data-center and multifamily strategies—plus protection (LTC, annuities) when it truly supports the plan.Clients call when timelines are tight, or choices feel overwhelming. I turn complexity into clear, actionable plans—study the numbers, coordinate QI/lender/escrow, and keep timelines on track. Direct when it counts, steady always.Thornwood’s boutique, fiduciary model lets me translate options and map decisions in plain English. Liz and Laura run operations so I can focus on strategy, people, and outcomes.AREAS OF FOCUS• 1031 Exchanges & DSTs: Evaluate like-kind options (including DSTs), coordinate IRC §1031 timelines, and assess structure, fees, and risks. Some offerings may require accreditation.* • Alternative Investments: Assess real estate–backed strategies (e.g, multifamily, data centers) for income/growth/total return—considering liquidity, fees, and risk.• Private Credit (CRE): Review CRE-related private credit and its borrower/market/default/illiquidity risks*• Diversified Real Estate: Analyze multi-sector/region exposure to manage concentration and align with objectives/risk tolerance.(Diversification does not assure profit or protect against loss.)• Insurance Strategy: Evaluate LTC, annuities, and life insurance within a plan—costs, riders, surrender periods, tax treatment, and insurer credit risk.(Guarantees depend on the insurer’s claims-paying ability.)• Professional Coordination: We work with your CPA/attorney to align financial, tax, and legal considerations.(No tax or legal advice provided.)Interested in an introductory conversation? https://calendly.com/herbalston/30min*Some offerings may require accreditation and are limited to accredited investors.(Tax outcomes vary; consult your tax advisor.)
EDUCATION
Saint Mary's College of California
Master of Business Administration - MBA, International/Global Business
Golden Gate University
Bachelor's degree, Business Management
ABOUT HERB ALSTON
It\'s easy to schedule a meeting. My calendar is as close as the \"calendly\" link below.…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.