Finding Your Niche: Maggie Beach’s Journey from Personal Experience to Professional Expertise - Maggie Beach | Founder, NexJenn Financial Services and NexJenn CPA 00:10:00

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Maggie Beach is the founder of NexJenn Financial Services, a fee-only firm specializing in the real estate niche, and NexJenn CPA, which focuses on individual and trust taxation. As a CFP® and CPA/PFS, Maggie leverages her extensive background in real estate investing and her early career experiences to provide personalized, holistic advice to her clients. Real estate is not just a professional focus for Maggie; it’s a family business that has shaped her approach to financial planning and accounting. Her expertise, combined with a candid approach to discussing business practices like outsourcing, helps clients and colleagues alike navigate the complexities of the real estate market. Maggie is dedicated to helping other advisors trust their instincts and find their niche in the industry.

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