Northern California


Regional Processing And Sales Headquarters (San Francisco, CA)

601 California Street, Suite 1501

San Francisco, CA 94108

Phone

Toll-Free

Fax

(415) 291-5181

(866) 228-1031

(415) 896-9422

Photo of James Callejas, CES®

James Callejas, CES®

Vice President – Major Accounts

IPX1031®Northern California
Over a period of 17 years, James, IPX1031® Vice President and Account Executive, has learned about 1031 Exchanges from the bottom-up, starting with documenting the process in accordance with IRS regulations all the way to running seminars and educating audiences.   James has received the prestigious CES® (Certified Exchange Specialist) designation by the Federation of Exchange Accommodators. …READ MORE
Work 601 California Street, Suite 1501 San Francisco CA 94108 Cell Phone: (415) 640-0794 Work Fax: (415) 896-9422
Biography

Over a period of 17 years, James, IPX1031® Vice President and Account Executive, has learned about 1031 Exchanges from the bottom-up, starting with documenting the process in accordance with IRS regulations all the way to running seminars and educating audiences.   James has received the prestigious CES® (Certified Exchange Specialist) designation by the Federation of Exchange Accommodators.  James frequently speaks to investors, commercial brokers, REALTORS®, attorneys and CPAs on the “ins and outs” of exchanges, associated tax implications and how to build wealth within real estate by utilizing 1031 Exchanges.

IPX1031® Exchange Seminars

IPX1031® provides seminars for continuing education credits as well as custom and personalized seminars. To find out about a seminar nearest you, or to schedule a seminar for your office, please contact me.

 

Customer Testimonials
Photo of Ron Ricard CES®

Ron Ricard CES®

Vice President / Regional Account Manager

IPX1031®Northern California
Ron, Vice President and Regional Account Manager for Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators. Over the past 14 years, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others.…READ MORE
Work 6489 Camden Ave, Suite 101 San Jose CA 95120 Toll-Free: (877) 747-7875 Cell Phone: (408) 483-1031 Cell Phone: (209) 612-0159 (Cannot accept text messages)
Biography

Ron, Vice President and Regional Account Manager for Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators. Over the past 14 years, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, and Foothill and Chabot Colleges. Currently on the Board of Directors of the Northern California Commercial Association of realtors, he also served on the Board of the Santa Clara County Association of Realtors and is very involved with numerous real estate associations and industry groups throughout Northern California. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.

IPX1031® Exchange Seminars

IPX1031® provides seminars for continuing education credits as well as custom and personalized seminars. To find out about a seminar nearest you, or to schedule a seminar for your office, please contact me.

Customer Testimonials
Photo of Paulo L. Sanchez

Paulo L. Sanchez

Assistant Vice President / Exchange Officer

IPX1031®Northern California
Paulo oversees the structuring and implementation of 1031 Exchanges and frequently educates investors, real estate agents/brokers, CPAs and attorneys on exchange transactions. His expertise covers all types of exchanges, including deferred, reverse and personal property. A graduate of University of California, San Diego, and Naval Air Traffic Control School, Paulo has over 10 years of experience in real estate and has successfully completed hundreds of exchange transactions.…READ MORE
Work 675 N. First Street, Suite 900 San Jose CA 95112 Direct: (408) 535-3340 Toll-Free: (866) 228-1031 Work Fax: (602) 224-8816
Biography

Paulo oversees the structuring and implementation of 1031 Exchanges and frequently educates investors, real estate agents/brokers, CPAs and attorneys on exchange transactions. His expertise covers all types of exchanges, including deferred, reverse and personal property. A graduate of University of California, San Diego, and Naval Air Traffic Control School, Paulo has over 10 years of experience in real estate and has successfully completed hundreds of exchange transactions. Paulo is based in San Jose.

IPX1031® Exchange Seminars

IPX1031® provides seminars for continuing education credits as well as custom and personalized seminars. To find out about a seminar nearest you, or to schedule a seminar for your office, please contact me.