Paolo Quiroga, CFP®, CEPA®, NQPC™
Inquirer · DISC type cdPaolo 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 →How Paolo shows up
They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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