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Bill Roberts, "Baby Boomer" Retirement Planner (Brooks and Dunphy Real Estate) Services for Real Estate Pros



Bill Roberts
"Baby Boomer" Retirement Planner
location_on Oceanside, CA — Brooks and Dunphy Real Estate
DRE 00527512
Get to Know Bill Roberts

I am very creative which is another way to say "thinks outside the box." I've been a business opportunity broker for a number of years, and as a consequence of that I became a mortgage broker. I also consult on business management topics. My main focus is on building wealth. Owning your own business is just one of the steps in that process. Establishing entities to hold your wealth is another step along the way. Utilizing retirement plans and other trusts to reduce current taxes and leave more money available to grow is one of the most important steps to prosperity. And then you must build multiple streams of income from your investments and businesses.

"I am a member of the Ninety-ninth Percentile on ActiveRain"


My degree is in Finance.  I specialize in building net worth. I utilize various tools, such as entities (llcs etc), retirement programs, unusual mortgage programs, trusts, and investment strategies involving the creation of equity through use change. I believe that there is money to be made in real estate during any market cycle and in most geographical markets.  You don't have to go somewhere else to make or build wealth.  You can do it close to home.  Visit my websites www.brooksanddunphy.com  and www.babyboomerretirementplanner.com for a series of articles on real estate investing and real estate finance and some very interesting scenarios. Call me for help in this endeavor. We can start with a basic assessment of where you are financially and where you want or need to go.

If you fall into that category of baby boomers whose retirement plan is to work until you die, you owe it to yourself to talk tp me.


I have been a real estate broker since 1975. I specialize in commercial real estate, business opportunities, and finance. I coach real estate investors and teach retirement strategies. DRE #00527512