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Ep128: Specialized Financial Advice to Optimize Your Wealth with Paulo Aguilar - Part 2
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Michael McManus द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Michael McManus या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Join Paulo Aguilar as he demystifies complex financial structures and reveals top tax-saving strategies for real estate deals. Discover the secrets of 1031 exchanges, alternative investments, and why having a specialized financial advisor is a game-changer. Tune in for expert insights that can elevate your investment strategy!
What you’ll learn from this episode
- Complex financial structures and their advantages
- Why it’s vital to work with specialized financial advisors for complex investments
- Key considerations in real estate redevelopment projects
- How to evaluate sponsors for redevelopment deals
- The role of prayer, meditation, and self-development in achieving success
Resources mentioned in this episode
About Paulo Aguilar
With nearly 15 years of experience in the investment management industry, Paulo works closely with affluent individuals and families, offering an array of strategies designed to address their complex financial needs.
Throughout his career, Paulo has gained expert knowledge on real estate and alternative investment strategies, using this expertise to offer clients custom solutions that meet their investment and retirement goals while providing wealth enhancement opportunities for an impactful legacy.
Prior to co-founding Wealthstone Group, Paulo held senior-level sales & client portfolio management roles at various top financial institutions and a single-family office.
Paulo graduated from the City University of New York, Baruch College, with a B.B.A. in Finance & Investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Level 3 candidate. He holds Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).
Connect with Paulo
- Website: Wealthstone Group
- LinkedIn: Paulo Aguilar, CAIA
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com
- LinkedIn: Michael McManus
- Instagram: @michaelmcmanusp
- Facebook: Michael McManus
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