Paolo Quiroga, CFP®, CEPA®, NQPC™ in

Paolo Quiroga, CFP®, CEPA®, NQPC™

Login to view DISC.
Founder & CEO at Maven Group Investment Strategies
📍 Encinitas, California, United States

Paolo Quiroga is the Founder and CEO of Maven Group Investment Strategies, specializing in exit planning and tax-efficient wealth management for high-net-worth entrepreneurs. He holds CFP® and CEPA® certifications and earned a B. A. from The University of Kansas.

Outside of his professional life, Paolo is a dedicated family man. He, his wife Dania, and their three children enjoy spending time outdoors, frequenting the beaches in Encinitas, visiting their cabin in Lake Arrowhead, and going on camping trips.

His passion for investing was sparked by a 4th-grade stock market project, leading him to purchase his first stock on his 18th birthday.

Read the full overview →
Experience
19 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
Encinitas, California, United States
Personality Overview

How Paolo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Paolo cares about

Exit Planning
A core focus of his practice. He frequently writes and speaks about helping business owners navigate valuation, risk reduction, and liquidity events.
Tax Strategy
Specializes in creating tax-efficient strategies for business owners, focusing on wealth alignment and retaining more proceeds from a sale or transition.
+5 more topics Login to view topics
Career

Work history

4-2019
Founder & CEO
Maven Group Investment Strategies
3-2015 - 4-2019
Financial Advisor
Edward Jones
6-2010 - 2-2015
Small Business Consultant
ADP
9-2008 - 6-2010
Recruiter
Aerotek
6-2007 - 8-2008
Account Executive
Fisher Investments
In the press

Media appearances

1: Meet the Founder of Maven Group Investment Strategies. Featured in Apple Podcasts
See now
Education
2003 - 2007
B.A.
The University of Kansas
Education details unavailable
Shawnee Mission South
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Paolo. Free, 10 seconds.