Great Estate Financial & Wealth Management

01/07/2026

26/09/2024

We helped our property owner- friend managed and leased this automotive building to Mercedez Benz previously and now represented him as a seller to another huge car dealership on this deal. The location is promising & expanding to be the automall of Walnut Creek. In 2022, we also sold an auto building property within the area.
It was a couple months of hardwork and due diligence. Now deal closed! Great job David and Mai Patton for executing this sweet deal
Pine St Walnut Creek. Sold for $5.5 M.
DRE #02126634 NMLS #2610625

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26/10/2023

HARECREEK CENTER. MIXED USE

View information about 1250 Del Mar Dr, Fort Bragg, CA 95437. See if the property is available for sale or lease. View photos, public assessor data, maps and county tax information. Find properties near 1250 Del Mar Dr.

17/11/2022

15/10/2022

New Asphalt Parking Lot installed at our Burney Shopping Center, filled cracks, sealed and paved! Had roadblocks🤑 but done

16/05/2022

Visit Anderson Valley!

https://www.facebook.com/176960412392023/posts/5120518651369483/

15/05/2022

The Second Built Casa as featured on the magazines of Cabo San Lucas in the 80’s. Los Cabos Magazine Los Cabos Guide



Coastal Housing Projects 💙💙

07/05/2022

Our first batch of Tesla Superchargers at our Boatyard Shopping Center, installed last year. It opens up Mendocino county to the SF Bay Area. Now people can leave Napa or San Jose drive to Fort Bragg or Oregon, charge up ( keep them charged away from home) and stay on the road. Superchargers can add up to 200 miles of range in just 15 minutes. We basically opened up the entire Northern California coast for access to Electric Vehicle (EV) charging… Most importantly, it adds value to our shoppers/center. Thank you Tesla!