#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.