Ep128: Specialized Financial Advice to Optimize Your Wealth with Paulo Aguilar - Part 2

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 

• Think and Grow Rich by Napoleon Hill | Paperback and Kindle 

 

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