Vidal Velez, CRPC™

  • I provide specialized wealth management services to a discerning group of individuals, families, and businesses, including tech leaders, medical professionals, and those who have recently received substantial wealth. My approach is characterized by patience, empathy, and a deep commitment to building enduring professional relationships. My clients appreciate my responsiveness and willingness to go above and beyond.

  • On any given day you, will find me developing and refining financial plans to optimize cash flow, manage risk, and minimize tax exposure. I evaluate, design, implement, and review client portfolios, consolidating assets and optimizing wealth transfers across generations. As a Chartered Retirement Planning Counselor™ Practitioner, I am well-versed in key areas such as investments, insurance, tax, retirement, and estate planning issues.

  • In addition, I educate and guide sudden wealth recipients on prudently managing and preserving assets acquired through the sale of a business, lottery, divorce, or a legal settlement. I provide financial strategies designed to maximize impact and mitigate tax liability.

  • My ultimate goal is to empower clients to be confident in their financial well-being and make a positive impact on their community, country, and the world. Giving back is a personal passion of mine, as I grew up in a blended family and relied on the generosity of others. To this day, I strive to return the favor by helping those in need.

  • Let's connect for a complimentary consultation and find out where you're at. I'm here to help you figure out if my services are the right fit for you.

Upcoming (3)

Focus on Fixed Income primary image

Focus on Fixed Income

Fri, Jun 14 • 11:00 AM PDT

Free

The Four Pillars of the New Retirement primary image

The Four Pillars of the New Retirement

Fri, Jun 28 • 11:00 AM PDT

Free

Rules of the Road - Retirement primary image

Rules of the Road - Retirement

Fri, Jul 12 • 11:00 AM PDT

Free

Focus on Fixed Income primary image

Focus on Fixed Income

Fri, Jun 14 • 11:00 AM PDT

Free

The Four Pillars of the New Retirement primary image

The Four Pillars of the New Retirement

Fri, Jun 28 • 11:00 AM PDT

Free

Rules of the Road - Retirement primary image

Rules of the Road - Retirement

Fri, Jul 12 • 11:00 AM PDT

Free

Past (2)

Stocks: The Nuts and Bolts primary image

Stocks: The Nuts and Bolts

Fri, May 31 • 11:00 AM PDT

Free

Financial Fitness - Power of Budgeting primary image

Financial Fitness - Power of Budgeting

Fri, May 17 • 11:00 AM PDT

Free

Stocks: The Nuts and Bolts primary image

Stocks: The Nuts and Bolts

Fri, May 31 • 11:00 AM PDT

Free

Financial Fitness - Power of Budgeting primary image

Financial Fitness - Power of Budgeting

Fri, May 17 • 11:00 AM PDT

Free

  • I provide specialized wealth management services to a discerning group of individuals, families, and businesses, including tech leaders, medical professionals, and those who have recently received substantial wealth. My approach is characterized by patience, empathy, and a deep commitment to building enduring professional relationships. My clients appreciate my responsiveness and willingness to go above and beyond.

  • On any given day you, will find me developing and refining financial plans to optimize cash flow, manage risk, and minimize tax exposure. I evaluate, design, implement, and review client portfolios, consolidating assets and optimizing wealth transfers across generations. As a Chartered Retirement Planning Counselor™ Practitioner, I am well-versed in key areas such as investments, insurance, tax, retirement, and estate planning issues.

  • In addition, I educate and guide sudden wealth recipients on prudently managing and preserving assets acquired through the sale of a business, lottery, divorce, or a legal settlement. I provide financial strategies designed to maximize impact and mitigate tax liability.

  • My ultimate goal is to empower clients to be confident in their financial well-being and make a positive impact on their community, country, and the world. Giving back is a personal passion of mine, as I grew up in a blended family and relied on the generosity of others. To this day, I strive to return the favor by helping those in need.

  • Let's connect for a complimentary consultation and find out where you're at. I'm here to help you figure out if my services are the right fit for you.

Events

Focus on Fixed Income primary image

Focus on Fixed Income

Fri, Jun 14 • 11:00 AM PDT

Free

The Four Pillars of the New Retirement primary image

The Four Pillars of the New Retirement

Fri, Jun 28 • 11:00 AM PDT

Free

Rules of the Road - Retirement primary image

Rules of the Road - Retirement

Fri, Jul 12 • 11:00 AM PDT

Free

Focus on Fixed Income primary image

Focus on Fixed Income

Fri, Jun 14 • 11:00 AM PDT

Free

The Four Pillars of the New Retirement primary image

The Four Pillars of the New Retirement

Fri, Jun 28 • 11:00 AM PDT

Free

Rules of the Road - Retirement primary image

Rules of the Road - Retirement

Fri, Jul 12 • 11:00 AM PDT

Free

Stocks: The Nuts and Bolts primary image

Stocks: The Nuts and Bolts

Fri, May 31 • 11:00 AM PDT

Free

Financial Fitness - Power of Budgeting primary image

Financial Fitness - Power of Budgeting

Fri, May 17 • 11:00 AM PDT

Free

Stocks: The Nuts and Bolts primary image

Stocks: The Nuts and Bolts

Fri, May 31 • 11:00 AM PDT

Free

Financial Fitness - Power of Budgeting primary image

Financial Fitness - Power of Budgeting

Fri, May 17 • 11:00 AM PDT

Free