Wealth Architect Podcast

EP-075 - Conservative Wealth Principles with Carlos Cortez


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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

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Wealth Architect PodcastBy Mark Yegge