From CPA to Investor Advocate: Building Wealth Through Tax Strategy | Elizabeth Hernandez

07/07/2025 25 min Episodio 16

Listen "From CPA to Investor Advocate: Building Wealth Through Tax Strategy | Elizabeth Hernandez"

Episode Synopsis

Elizabeth Hernandez is the definition of focus and follow-through. She passed the CPA exam while going through cancer treatment—and working from home with five kids during COVID lockdown. Now she owns a tax firm and a growing rental portfolio, all built one step at a time.In this episode, Elizabeth breaks down the mindset, systems, and sacrifices it took to go from overwhelmed to ownership. Her journey is a proof that you don’t need perfect timing to start.👤 Guest BioElizabeth Hernandez is a licensed CPA, real estate investor, and founder of her own tax firm helping others build wealth through strategic planning. After surviving cancer and earning her CPA in the middle of a pandemic, she started investing in real estate and has grown her portfolio to three rental properties. Now, she’s on a mission to help others—especially women and immigrant professionals—use tax and investing to create financial freedom.🔑 Key Insights💡 Tax expertise creates leverage in real estate💡 Working full-time doesn’t block wealth-building💡 Urgency fuels smarter financial decisions💡 Midterm rentals provide stable cash flow💡 Private lending offers a low-risk starting point💡 Strategic tax planning protects earned income💡 Time freedom starts with financial clarity🕒 Timestamps00:00 – Intro: From CPA to Investor Advocate01:09 – Finding Her Path: Finance, CPA, and Real Estate02:24 – Growing Up in El Salvador & Living Simply05:01 – Teen Mom to College Grad: Resilience in Action06:39 – Passing the CPA During COVID With 5 Kids08:21 – First Investment After Cancer: Why She Took the Leap13:23 – Scaling to 3 Properties: Why Midterm Rentals Work16:00 – Starting Her Own Firm: Values Over Volume20:47 – Legacy & Advice: Don’t Do It Alone🤝 Connect With Our GuestElizabeth HernandezInstagram: https://instagram.com/lizhernandezcpaFacebook: https://facebook.com/hbtaxcpaFree Tax Assessment Call: calendly.com/lizhernandezcpaLearn more about her CPA firm: hbtaxcpa.com👋 Connect with Your HostGiang NguyenFounder, One River CapitalWebsite: https://onerivercapital.comInstagram: https://instagram.com/thatsalsainvestorFacebook: https://facebook.com/thatsalsainvestorFREE Discovery Call: https://tidycal.com/giangnguyen/lets-connect-one-river-capitalFREE Guide: https://invest.onerivercapital.com/51863/your-ultimate-guide-to-multifamily-syndication⭐ Enjoyed this episode?💬 Send it to a friend who needs to hear this🌟 Leave a quick review — it helps more immigrants find these stories🎤 Got a story to share? Apply here: https://ig.onerivercapital.com/theimmiwealthbuilder✅ Subscribe for real stories & simple steps to build wealth, your way

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