Real Estate Services in San Diego

For advice and guidance with all real estate matters, you can be assured, Theresa operates with a very high standard of integrity and a long, reputable history within San Diego’s vibrant market.

Working with Keller Williams allows Theresa the most extensive referral network from CA to the far reaches of the globe.

With a shared, demonstrated commitment to community, Keller Williams La Jolla and Theresa make a logical match. Both share a track record of
community engagement, service to clients, and a love for “America’s Finest
City”.

Today, redevelopment is well underway everywhere. Whether your holdings are residential or commercial Theresa can assist you and counsel you whether it’s buying or selling or developing property.

Theresa’s clients are primarily in the 65+ age group. She understands their needs when it comes to generational wealth succession and even business succession. To this end she implements a thorough analysis of the family dynamics, taxation mitigation, and long term care planning. She is a ‘Real Planner’. And this takes a little time and care to set the long term plan into motion.

Long term care planning requires a blend of the appropriate medicare plan to protect liquid assets as well as your real assets from catastrophic expenses. Theresa’s history of providing for both creates a common sense result.

Example: Theresa advised a spouse on her options for a medicare plan and then the conversation turned to them disclosing that they needed to list their home for sale. Theresa was able to get them full asking price. Plus recommended a Trust attorney to properly vest title and avoid Probate.

Her team includes, KW Commercial agent, property management, CPAs, Lenders, Trust attorneys and other reputable service providers.