EP-075 - Conservative Wealth Principles with Carlos Cortez
Wealth Architect Podcast · Destiny Creation LLC
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Welcome to the wealth architect podcast. We have a fantastic guest today and I am super excited he is on the podcast! He's the president and retirement planner at Cortez wealth management. He's an inventor of solutions, ideas and plans with a mission to make the financial world safer, more transparent and more accessible for everyone. He's basically an experienced financial advisor that's going to specialize in helping clients prepare for retirement with he's got a conservative angle to him and an America First approach, which I think is just great. Please help me welcome Carlos Cortez.
To reach Carlos: AmericaFirstRetirementPlan.com