MAX Agents - EXP Realty

MAX Agents - EXP Realty Home ownership is a cornerstones of vibrant communities and our Mission is to effectively execute the

Versatile real estate and financial professional with the prerequisites and experience to help you execute the transactions to achieve your goals. As both as Realtor and a CPA Dave uses his technical acumen to aid in his analysis of each and ever real estate transactions on behalf of his clients. He as spent over 12 years in financial services concentrating his efforts on building multi-billion as

set backed cash flow portfolios for publicly traded investment firms and investment banks. In addition to the following experience:

- Cal BRE: Realtor #01965558
- Cal DRE: Realtor #01965447

- Founder of Presidio Capital, LLC (in 2006) - Which is a portfolio of residential (1-4 units) properties, the focus of the portfolio is to buy right, build value and hold for the long term

- California CPA

- Public accounting at Deloitte

- 7 year of financial reporting experience working on high volumes of foreign special purpose entities

- 3+ closing the books in a general ledger department.

07/30/2026

We believe selling your home should be comfortable and respectful. 🏠

Our goal? To make your selling experience empowering and less disruptive to your life.

👇 DM us if you want a more comfortable selling experience!

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07/28/2026

Most agents start with your budget.
We start with what you actually WANT.

The budget conversation matters — but leading with constraints tends to shrink the outcome before the process even begins.

What Scott remembered most about working with us:
• We weren't in a rush to close
• We have connections across the full process — contractors, stagers, mortgage brokers, inspectors
• We were focused on a long-term relationship, not a single transaction
That's the standard we hold ourselves to in the East Bay.

A guide Bay Area families use to make smarter move up decisions. DM “PLAYBOOK” and we’ll send the link!

07/24/2026

Finding the right home in the Bay Area takes more than a search filter in an APP.

It takes knowing your actual budget — not just your pre-approval number. Knowing which neighborhoods fit your commute, your schools, your routines. And having access to the right lenders, inspectors, and contractors, financial planners, when you need them.

That's the network we bring to every client relationship.
If you want that kind of support built into your search from day one, let's talk!

07/23/2026

Selling a home is one of the most personal financial decisions a person makes.

The best agents do not just execute the transaction — they make sure the seller understands the tradeoffs, feels in control of the timeline, and walks away confident in the outcome.

That is the standard we hold ourselves to on every transaction.

If you are planning a sale and want a team that takes both the financial and personal side seriously, let's talk!

07/23/2026

Strategy matters. So does how someone treats you.

Big life decisions carry real weight: financial, logistical, emotional.

The advisor you choose should be able to hold all of that, not just the spreadsheet side of it.

We work to bring both.

If you're facing a major move and want support that is thorough and human, let's have a conversation.

07/21/2026

Not everyone is on the same timeline.

Some clients are ready to move in 60 days. Others need 12 months of preparation before the first showing makes sense.
Both are valid. The process should reflect that.

We work at the pace your situation requires — and we're direct about what that pace should be.

If you want a team that works around your priorities, not a standard playbook, book a strategy call!

07/20/2026

"Unsellable" is rarely about the house.

It is usually about timing, positioning, or a process that was not set up to generate real demand.

A property that sat for months without offers does not need a price slash — it needs a reset: fresh strategy, transparent feedback, and a plan that actually fits the market.

If your listing has stalled and you want an honest assessment before your next move, request a Decision Clarity Session!

07/17/2026

Scott came in hoping for $930K on his sale. He walked away with $1,025,000.

He expected another transitional house. Instead, he got the one he plans to stay in permanently.

The ceiling in a well-run transaction is often higher than people assume going in.

That doesn't happen by accident — it happens with the right prep, the right pricing strategy, and the right team executing on both sides.

If you want to understand what your situation could realistically look like, let's map it out.

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07/16/2026

💎 Client satisfaction is at the heart of everything we do.

We're proud to have earned the trust and appreciation of our clients.
Our goal? To provide unparalleled service in finding your ideal property, whether you're a young family, an empty nester, or a retiree.

Ready for a 5-star real estate experience? Let's get started! 🌟

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Address

2603 Camino Ramon, Ste 200
San Ramon, CA
94583

Opening Hours

Monday 8am - 11pm
Tuesday 8am - 11pm
Wednesday 8am - 11pm
Thursday 8am - 11pm
Friday 8am - 11pm
Saturday 8am - 11pm
Sunday 8am - 11pm

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