Track Your Investment With My Experties
Julia L. (Freelance Accountant)
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Financial Planning for Professionals & Business Owners
Mauricio Torres
Financial Advisors, Kellogg MBA
"Take advantage of the American Financial System by optimizing taxes, protecting your assets and building long-term wealth"
Degree is Valuable
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Bachelor of Arts (BA) In Accounting
University of Oxford (2012-2016)
Masters of Arts (BA) In Accounting
University of Oxford (2017-2019)
Master Thesis in Accounting
University of Oxford (2020)
Degree is Valuable
Master of Business Administration (MBA) - Finance specialization
Northwestern University - Kellogg School of Management (2020-2021)
Bachelor of Arts (BA)
Business & Economics
ESEN (2005-2009)
Series 7 & Series 63
Investment Licenses
FINRA (2025)
Services For Everyone
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Finance Management
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Busniess Advice
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Tax Planing
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Payroll Management
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Legal Advice
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Busniess Propogation
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Who do I work with?
High-income professionals and business owners committed to have a sound financial plan that integrates investments, reduce taxes and build generational wealth through a disciplined approach
THIS IS PERFECT FOR
Business Owners
Corporate Executives
Household income $200k+
Ages 30 to 55
Long-term wealth builders
THIS IS NOT FOR
Short-term investment advice
One-time insurance quotes
Day trading or speculation
One-year tax filing advice
IUL seekers
Finance Management
Business Owners
Finance Management
Corporate Executives
Finance Management
Families
Just Connect with me
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see if we can work together
Well ask a few questions to see if this is a good fit
Why Choose Us
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We Have The Professional Values
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Quality
Trust
Exoerience
Reliable
How High Earners Structure their Financial Plan
See the framework I use with my clients to optimize taxes, protect income and grow wealth over time
What client say about us
Finally, a structured financial plan...
As a dual-income professional family earning over $450k per year, we felt we were doing well financially, but everything was fragmented—401(k)s, brokerage accounts, insurance, college savings. Mauricio helped us organize everything into a clear, structured plan.
He walked us through tax-efficient strategies, retirement projections, and protection planning in a way that was analytical but easy to understand. For the first time, we know exactly where we’re headed and what adjustments we need to make each year.
The biggest difference was the discipline and long-term framework. It’s not about chasing returns—it’s about building real wealth and protecting our family.
Fanny Flores & Ciro Baires
Financial Professionals working at Siemens
He understands business owners and how cash flow really works. As a business owner, my income fluctuates and most advisors didn’t seem to understand that. Mauricio approached my situation strategically—looking at tax optimization, protection planning, retirement vehicles, and how to structure investments around my business cash flow.
He helped me reduce inefficiencies, think long-term about succession, and protect my family if something were to happen to me. What I appreciated most was that he wasn’t pushing products—he built a plan around my goals.
If you’re a business owner earning over $200k and serious about building generational wealth, this is the kind of planning you need.
Marvin Martinez
International Dye House LLC, Owner & CEO
Frequently Asked Question
How much does the consultation cost?
Professional families and business owners earning $200k+ who want long-term planning
Who is this best suited for?
Professional families and business owners earning $200k+ who want long-term planning
Do I need to bring anything?
No, we'll guide you through everything step by step
What client say about us
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Darcel Ballentine
Barone LLC.
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Leatrice Handler
Acme Co.
Connect with me
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