Antonio Lizarraga
Financial Portfolio Manager | Helping High-Income Earners & Business Owners Optimize Tax Strategy Through Solar | Business Development & Financial Structuring
- Role
- Financial Portfolio Manager at Greenday Finance
- Location
- Laguna Beach, CA, US
- LinkedIn followers
- 500 followers
About Antonio Lizarraga
High-income earners and business owners know that taxes are one of their biggest…
Experience
Financial Portfolio Manager
Dec 2024 — Present · Laguna Beach, CA, US
At Green Day Finance, I specialize in identifying and structuring opportunities for high-net-worth clients to optimize their tax planning through solar assets. How I add value:• Tax Strategy & Portfolio Structuring: Develop financial models integrating renewable assets into clients’ wealth preservation strategies.• Financial Modeling & Valuation: Design quantitative analysis to evaluate projected returns and minimize risk.• Data-Driven Decision Optimization: Implement algorithmic models to assess the impact of various strategies on profitability and tax efficiency.• Market & Trend Analysis: Monitor key indicators to adjust strategies based on macroeconomic and regulatory environments. Key Achievements:• Contributed to structuring projects that helped HNW clients with 2M + AGI optimize from $200K to $1 million and above in tax liability through solar asset strategies.• Developed automated tools for financial analysis, reducing error margins and streamlining the presentation of key data.
Education
Tecnológico de Monterrey
Postgraduate Degree, Data Science
Institute of Technology of Sonora
Degree, Economics & Finance
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