Peter Estrada
Wealth Strategy Advisor @Legacy Investing Show
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WORK HISTORY
Wealth Strategy Advisor @Legacy Investing Show
San Diego, CA, US
I help high earners, business owners, and pre-retirees cut taxes, protect assets, and build real wealth through the Legacy Wealth Blueprint.Most of the people I work with are successful on paper — strong income, growing assets, solid careers — but watching 30-40% of their income disappear every April. Their CPA files returns but never mentions strategy. Their capital sits in accounts that aren\'t really working. My job is to listen, ask good questions, and help people figure out if what we do actually fits where they\'re trying to go.We work across three pillars — tax optimization, asset protection, and wealth acceleration — through a few different programs depending on the situation:Legacy Wealth Blueprint — 12-month coaching, curriculum, and done-for-you entity setup for comprehensive wealth planningAirbnb Arbitrage Roadmap & Airbnb Ascension — for clients building short-term rental incomeSTR Concierge — done-for-you acquisition and launch for investors who want to own a property without doing the work themselvesNo pressure. No hype. Just real conversations about real numbers. p••••@legacyinvestingshow.com | 61••••••76
EDUCATION
College of San Mateo
General Studies
Codify Academy
Front End Web Development
Court Of Master Sommeliers
Certified Sommelier Certificate
SKILLS
ABOUT PETER ESTRADA
I help high-income earners, business owners, and pre-retirees cut taxes, protect their assets, and build real wealth through the Legacy Wealth Blueprint. Most of the people I talk with are successful on paper — strong income, solid savings, growing assets — but something feels off. They\'re watching 30–40% of their income disappear every April. Their CPA files returns but never mentions strategy. Their money sits in accounts that aren\'t really working. My job is simple: listen, ask good questions, and help people figure out if what we do actually fits where they\'re trying to go. We work across three pillars — tax optimization, asset protection, and wealth acceleration — through a few different programs depending on the situation: the Legacy Wealth Blueprint for comprehensive wealth planning, Airbnb Arbitrage and Airbnb Ascension for short-term rental income, and STR Concierge for investors who want us to handle acquisition and launch for them. Before Legacy, I spent a decade building sales teams and revenue systems — growing teams from 10 to 60+ at DaBella (where I helped double profit), and generating over $3M in sales at Contrarian Thinking through structured outreach, discovery, and consultative selling. The through-line: people buy from people they trust. Systems and scripts are multipliers — discovery, honesty, and doing right by the client are the fundamentals. No pressure. No hype. No social-media-guru playbook. Just real conversations about real numbers. p••••@legacyinvestingshow.com | 61••••••76
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