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2024.06.19-07.25-stewpeters-667287ed92994

Carlos Cortez Jr.

Wealth Manager

Carlos Cortez is an inventor of solutions, of ideas and of plans. You know what they say, necessity is the mother of invention. Carlos looked around the financial landscape and saw five things that were missing. #1 People’s money wasn’t safe. #2 People weren’t getting consistent rates of return. #3 The financial world wasn’t transparent. #4 Investments were not being kept in America and were being used to fund foreign economies, like China. #5 People didn’t have access to fiduciaries who believed in God, country, and family. His solution: the America First Retirement Plan. Like all good inventions, it provides a simple solution for a complicated problem. Carlos is dedicated to a conservative political and financial outlook. He values relationships with his clients over money because his integrity is not for sale. His America First Retirement Plan works not only because it focuses on helping people focus on protecting the safety of their portfolios—it also helps people connect with their financial advisor on a political, emotional, and social level. If you don’t trust someone’s opinions on those aspects of life, why would you trust them with your money?

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