Oscar M.
I work with executives, business owners and medical professionals accelerate their financial goals.
- Role
- President of Wealth Management and Senior Wealth Advisor at Centric Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Oscar M.
I may not have met you yet, but I probably know your #1 expense.Most Americans think it’s their house, but that’s almost always incorrect.Taxes are a bigger expense then food, clothing and shelter combined (Source: Tax Foundation). If you have a healthy income, taxes are the greatest barrier to your financial success.We help our clients avoid the steamroller and make their money work WE HELP Major tax reduction. Our strategies go way beyond maxing out your 401(k). Corporate employees. We equip you with tools that YOU own and control - not your employer. Business owners. We use your business entity to reposition your money for delightful tax PROCESSWe start by talking about your hopes and dreams. I want to know what excites you, and what gets you out of bed in the morning!Once we’re clear on the vision, we examine your financial picture to develop a custom, in-house TO LEARN MORE?You can visit our website
Experience
President of Wealth Management and Senior Wealth Advisor
Apr 2016 — Present · Houston, TX, US
You can visit our website our firm, we have the client—and only the client—in CLIENTSThe oil and gas sector is well-compensated. It’s also heavily taxed!Our clients are busy professionals who don’t have time to keep up with the ever-changing world of tax and investment planning.By tackling our client’s #1 expense, we accelerate their financial goals.Our clients are confident and well-prepared for the TO EXPECTYou can expect to learn some strategies you’ve never heard about.Our team includes designated CFPs® (Certified Financial Planner™), RICPs® (Retirement Income Certified Professional), and CLUs® (Chartered Life Underwriter) with deep experience in investments, insurance, and tax planning.Small adjustments now make a big difference in our client’s GET TO KNOW EACH OTHERYou can schedule a phone call with me at a time that works for you here: https://go.taxfreehouston.com/schedule/
Education
University of Houston
Finance
2008 — 2011
The American College of Financial Services
CFP, Financial Planning and Services
2013 — 2015
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