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Carlos Borjas
Founding Partner and Master Agency Director @Onetrust Advisors
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WORK HISTORY
Founding Partner and Master Agency Director @Onetrust Advisors
Miami, US
EDUCATION
University of Phoenix
Business Management
ABOUT CARLOS BORJAS
True wealth management isn\'t just about \"managing an investment portfolio\"; it is about protecting capital on its two vital fronts: The Person and The Business.In my experience, wealth is an ecosystem. If the business fails, personal wealth suffers. If personal planning is weak, the business legacy is put at risk.I am not a theoretical advisor. My practice applies the Hierarchy of Financial Needs to ensure that every step of your pyramid—from basic safety to legacy planning—is solid before climbing to the next level.My ecosystem of solutions shields both dimensions: DIMENSION 1: INTEGRAL WEALTH MANAGEMENT (The Person) I apply a structured methodology for Professionals, Professional Athletes, and Business Families, covering the entire capital lifecycle:Safety Level: Shielding against unforeseen events through strategic insurance (Cash Flow & Financial Safety).Accumulation Level: Capital creation and retirement planning strategies to reduce dependence on your active labor capacity (Accumulating Wealth).Freedom Level: Management of protected portfolios focused on generating perpetual income while minimizing volatility (Financial Freedom).Legacy Level: Succession planning to guarantee that wealth is not lost in the generational transfer or due to mismanagement (Legacy). DIMENSION 2: BUSINESS CONSULTING (The Source) Personal wealth depends on a healthy company. Therefore, I intervene directly in optimizing the asset that generates the wealth:Continuity (Empresas que Perduran): We ensure the survival of the family business through governance, key talent retention, and corporate succession planning.Efficiency & AI (Solvify360): We implement Artificial Intelligence to boost profitability, leveling the technological playing field against large corporations.My Value Proposition: I am the architect connecting your business success with your personal freedom.Would your financial structure withstand a crisis today? Let\'s talk. Send me a message to assess the solidity of your strategies.
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