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1 hr
Hourly rate $375
1 hr
1,199 US dollars
1 hr
899 US dollars
Empowering Your Wealth Journey
At Tolosa Wealth Management, we specialize in tax advisory and financial wealth management services. With a track record of success since our establishment, we are dedicated to helping you navigate the complexities of investment and wealth growth.
About me
I've always been driven by a dual passion: learning and empowering others to achieve financial security and build a prosperous future. This drive led me to understand that each client has unique needs, motivating me to deeply comprehend their situations before offering tailored recommendations.
My educational journey includes earning an engineering degree followed by an MBA with dual concentrations in Finance and Management. In 2024, I successfully completed the esteemed Main Street Tax Advisory program (MSTP) under the guidance of Mark Kohler. Over the past 19 years, I've applied and refined my knowledge through diverse case experiences, witnessing firsthand the impact of strategic financial management.
Beyond my professional endeavors, I cherish time spent exploring nature trails or traveling with my daughters, wife, and dog. My professional strengths lie in my professionalism, extensive knowledge, and empathetic approach. I employ a hybrid consulting method, guiding clients with practical strategies that not only save money but also establish a lasting legacy for their loved ones.
