|Phone:||M: (707)363-6335 Bob Souza.||(707)363-6335 Bob Souza.||mobile|
|Phone:||O: (707)337-5279 Bob Wallin||(707)337-5279 Bob Wallin||office|
Bob Wallin- Bob Souza
Bob Wallin is a REALTOR® having both Real Estate and Security Licenses: Is Short Sale, Foreclosure and Resource Certified, Senior Real Estate Specialist trained and 1031 Exchange experienced, with Windermere Napa Valley Properties. He also has years of experience specializing in institutional-grade real estate investment opportunities.
Bob Souza is a Realtor® Graduate of the Real Estate Institute ( GRI), Certified Negotiable Expert ( CNE), Short Sale - Foreclosure Certification ( SFR),
E-Pro Certified, Certified HAFA Specialist.
Combination of over 40 years of Real Estate Transactions.
Prior to joining Windermere, Mr. Wallin worked with a nationally recognized real estate consultancy specializing in institutional-grade real estate, such as Tenants In Common (TIC’s) and Delaware Statutory Trust (DST’s) properties, specialized real estate funds, Real Estate Investment Trusts (REITs), and LLCs. He is able to assist clients with the acquisition of suitable real estate investment options for their portfolios, funded through direct investment, IRA/qualified plans, and 1031 exchanges.
Earlier, he worked for an International Fortune 500 company for more than 30 years. His numerous assignments with the firm included real estate and capital development, franchise work and marketing operations with small to medium sized companies involving many years of retail and financial consulting.
Mr. Wallin has been teaching real estate classes including Internal Revenue Code Sections 1031 (Exchanges) & 121 (Homeowner Exclusions), Co-ownership, Retirement Strategies, including other real estate areas for the Adult Education Department of the Napa valley Unified School District.
Active in local business, Mr. Wallin has benefited as a member of the Napa Valley Chamber of Commerce, Northern Bay Area Association of Realtors and Business Networking International.
Mr. Wallin has a Bachelor of Science degree in Business Administration from Oregon State University, and continued post graduate work with Master of Business Administration coursework in Labor Relations from the University of California at Berkeley before four years in the US Air Force. Additionally, he has earned Certificates of Real Estate and more recently a Certificate in Paralegal Studies designations.
Mr. Souza is a member of Vietnam Veterans of America ( Yountville 7020, Native Sons Of California, Member Of American Legion ( Napa Post 113 ), Proud supporter Napa Humane Society " Pets need a Home Too" Member of the National Association of Realtors, Member of North Bay Association of Realtors.
Mr. Wallin and his wife have lived in the Napa Valley since 1969 where they raised their five children. For many years he was been active as a volunteer in the Napa community. His recreational activities include skiing, hiking/backpacking, fishing, traveling and he enjoys reading and music for relaxation.
Mr. Souza and his wife Penny have lived in Napa Valley since childhood and raised their Daughter Casey, Today Bob is a very proud Grandfather of two wonderful grandsons Jonah and Isaac. Bob enjoys Football, music, writing, architecture, traveling and helping clients find their perfect home. Bob's motto is " I'm always ready to help. "
· Series 7 and 63 Securities licenses (Retired CRD #4707193)
· State of California Real Estate Salesperson license #01492251
· Senior Real Estate Specialist Trained
· Short Sale, Foreclosure, and Resource Certification