Corey Bertola

Analyst at Sequent

Role: Analyst at Sequent Real Estate Wealth Management
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Corey Bertola

As a Business Development Consultant at CEO Advisor, Inc, my primary focus is fostering growth through strategic initiatives. My skills in new business development, client relations, and communication are vital in delivering high-quality consulting services within the mergers and acquisitions sphere. At San Diego State University, these competencies are further sharpened as I tutor peers, specializing in econometrics and quantitative economics. Anticipating a BA in Econometrics from San Diego State University in 2025, I am eager to leverage my academic insights and practical experience to drive innovation in business strategies and educational methodologies.

Experience

Analyst
Sequent Real Estate Wealth Management
Jul 2025 — Present · San Francisco, CA, US

Contact information

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Current company

Sequent Real Estate Wealth Management

Financial Services · 14 employees · Founded 2020 · San Francisco, California, United States

Sequent Real Estate + Wealth Management is a boutique advisory firm specializing in passive real estate investment strategies, tax-deferral solutions, and long-term wealth planning. We help investors unlock the full potential of their real estate assets by navigating complex transactions like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT structures. Our team brings deep industry experience and a client-first approach to every engagement, providing access to institutional-quality investments without the burden of active property management. Whether you\'re selling highly appreciated real estate, exploring diversification, or building multigenerational wealth, we deliver tailored strategies designed to align with your financial goals. 1031 Exchange Replacement Property Delaware Statutory Trust (DST) Solutions 721 Exchange into REITs Passive Income & Portfolio Diversification Strategic Tax-Deferred Investment Planning Let’s talk about your next right investment. https://go.sequent-rewm.com/SequentREWMDisclosure

sequent-rewm.com

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