Advisors - Business Management - Real Estate

Protect Assets, Minimize Taxes and Multiply Wealth.

Our mission is to meticulously address every facet of our clients’ financial needs and objectives. This involves carefully examining even the smallest details, crafting a strategic plan, assembling a team of curated professionals, and effectively implementing the plan to achieve the desired financial and tax outcomes.

You won’t need to speak with anyone else about your finances because I’ll handle all your financial requirements.

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Client-Centric Approach

Our philosophy of “My clients’ needs are my needs” reflects a strong commitment to serving our clients’ best interests and building long-lasting relationships with them.

Diverse Skillset

We have a diverse background in the financial industry, including roles as a Loan Officer, Processor, Underwriter, Lender Representative, Real Estate Broker, and Property Investor. This broad experience allows us to offer comprehensive advice to our clients.

Wealth Building and Tax Strategies

Our extensive knowledge of financial, credit, banking, mortgage, and tax systems has enabled us to develop successful wealth-building and tax strategies, benefiting both our own investments and our clients.

Entertainment Industry Experience

Our experience in the entertainment industry, including building relationships with famous individuals in Hollywood, gives us a unique perspective and connections that can be very valuable.

Celebrity Business Management

Our adition to Celebrity Business Management highlights our adaptability and ability to address emerging needs in our field. Providing a Concierge-style Family Office service demonstrates a commitment to comprehensive financial planning.

Attention to Detail

Our commitment to paying attention to the smallest details of our clients’ financial needs and goals sets a high standard for personalized service.

Reputation and Professionalism

Our reputation for excellence, expertise, creative problem-solving, and our network of top professionals in various fields contribute to our success and set us apart from others in the industry.

Talented Team

Acknowledging the importance of a talented team underscores our ability to collaborate effectively and deliver exceptional service as a team.

Overall, we provide comprehensive financial and advisory services to our clients, drawing from our extensive experience and a strong commitment to their success.

OUR TEAM

Araceli Villanueva

Business Manager, Certified Tax Advisor, IRS Tax Pro PTIN, Notary Public, Real Estate and Mortgage Broker

Joshua Marquez

CONSULTANT