Maven Money Talks

#5: Meet Nicole: Life Insurance Strategies at Maven Group Investment Strategies | Irvine, Orange County

In this episode of the Maven Group Investment Strategies podcast Maven Money Talks - Meet Your Maven, we’re excited to introduce you to Nicole, our trusted insurance consultant specializing in life insurance solutions for our clients across Orange County. Based in Irvine, CA, Nicole plays a vital role in helping individuals and families safeguard their financial future with comprehensive life insurance strategies. Tune in as we explore Nicole’s background, her approach to crafting personalized insurance plans, and why life insurance is a key component of any solid financial plan.
 
Whether you’re a business owner planning for the future, a retiree looking to protect your legacy, or just starting to explore life insurance options, Nicole’s expertise will provide invaluable insights. Learn how life insurance can provide peace of mind and long-term security for you and your loved ones.
 
Don’t forget to like, subscribe, and share to stay connected with more expert tips from the Maven Group Investment Strategies team!
 
#LifeInsurance #FinancialPlanning #OrangeCounty #Irvine #MavenGroup #WealthProtection

#4: Meet Hannah: A Glimpse into Maven Group Investment Strategies | Financial Planning in Irvine, CA

Welcome to another episode of the Maven Group Investment Strategies podcast, where we bring you closer to the team making a difference in your financial future! In this episode, we sit down with Hannah, our administrative assistant and the friendly face behind the scenes at our Irvine, CA office. Join us as we get to know Hannah’s journey, her role at Maven, and how her dedication helps our clients stay on track toward their financial goals.
 
If you’re looking for insight into the team that supports your investment strategies, or want a peek into what makes our Irvine-based firm stand out in the financial planning landscape of Orange County, this episode is for you. Whether you’re a business owner, retiree, or just starting on your financial journey, you’ll appreciate the warmth and expertise that Hannah and our entire team bring to the table.
 
Don’t forget to like, subscribe, and share for more tips, insights, and introductions from the Maven Group Investment Strategies team!
 
#FinancialPlanning #OrangeCounty #Irvine #WealthManagement #InvestmentStrategies #MavenGroup

#3: Meet James Hass, CFP®: Providing Financial Planning & Wealth Management in Irvine, CA at Maven Group

In this insightful episode, we introduce James Hass, CFP® a financial advisor at Maven Group Investment Strategies, located in Irvine, CA. James has years of experience helping individuals, families, and business owners in Orange County with personalized financial planning and wealth management solutions. As a CERTIFIED FINANCIAL PLANNER®, James is dedicated to guiding clients through the complexities of financial planning, retirement strategies, investment management, and estate planning, helping them achieve long-term financial success.
 
If you’re searching for a financial advisor or financial planner in Irvine or anywhere in Orange County, James’s expertise can help you create a comprehensive plan tailored to your unique needs and goals. Whether you’re planning for retirement, looking to grow your wealth, or want to ensure financial security for your family, James is here to offer guidance every step of the way.
 
Subscribe to stay informed about the latest trends in wealth management and financial planning from Maven Group Investment Strategies, and learn how our team can help you design your ideal financial future.
 
#FinancialAdvisor #CFP #FinancialPlanner #WealthManagement #Irvine #OrangeCounty #RetirementPlanning #InvestmentStrategies #MavenGroup

#2: Meet Your Maven: Morgan Atkinson, Co-Founder of Maven Associates Insurance Solutions

Looking to improve your company’s health insurance benefits? In this episode of Meet Your Maven, we sit down with Morgan Atkinson, co-founder of Maven Associates Insurance Solutions, to learn what sets Maven apart from traditional health insurance brokers.
 
Morgan shares his personal story, professional background, and what drives his passion for helping businesses navigate complex group health insurance decisions. Whether you’re an HR professional or a business owner exploring new benefits options or looking for a second opinion, this episode offers practical insights on:
 
✅ Group health insurance strategy
✅ Cost-saving benefit plan design
✅ Employee retention through better benefits
✅ Health insurance consultations for small to mid-sized businesses
✅ What to ask your health insurance broker before renewal season
 
Serving companies throughout California, Maven Associates specializes in transparent, responsive, and employer-focused insurance consulting—built to simplify benefits and support your business growth.

#1: Meet the Founder of Maven Group Investment Strategies - Paolo Quiroga, CFP®, CEPA®, CRPS® - Wealth Manager

In this kickoff episode of Maven Money Talks, we sit down with Paolo Quiroga—the founder of Maven Group Investment Strategies—to uncover the story behind the firm and the mission driving its success. Paolo is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Exit Planning Advisor (CEPA®), Chartered Retirement Plans Specialist™ (CRPS™), and Non-Qualified Plan Consultant™ (NQPC™), bringing a uniquely comprehensive approach to wealth management and business planning.
 
Whether you’re a high net worth individual, a physician navigating retirement planning, or a business owner looking for smarter tax strategies, this episode offers insights into Paolo’s specialized work in:
 
High net worth wealth management
Exit planning for business owners
Small business and business tax planning
Retirement plan strategies, including defined benefit plans
Financial planning for doctors and entrepreneurs
Serving clients in Orange County and San Diego
 
Learn how Maven Group helps clients take control of their financial future with tailored planning, proactive tax strategies, and access to advanced investment solutions. You’ll also hear Paolo’s personal journey, why he built a firm focused on empowering entrepreneurs, and what sets Maven Group apart in a crowded industry.
 
📍 Serving business owners and professionals across Orange County and San Diego.