Paolo Quiroga, CFP®, CEPA®, NQPC™

Inquirer
DISC Type : cd

Founder & CEO at Maven Group Investment Strategies

Encinitas, California, United States

Overview

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.

Personality Overview

Hard To Convince

ROI Conscious

Judgemental

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.

Topics They Care 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.
Supporting Entrepreneurs
Founded his firm to serve entrepreneurs and previously ran his own house painting business in college, showing a long-standing passion for entrepreneurship.

Media Appearances

1: Meet the Founder of Maven Group Investment Strategies. Featured in Apple Podcasts

See Now

Work History

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

Education

2003 - 2007
B.A. from The University of Kansas
Education details unavailable from Shawnee Mission South

More Information

Social Presence :

Prographics :

Exp : 19 Location : Encinitas, California, United States Job Level : Leadership Designation : Founder & CEO at Maven Group Investment Strategies
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Insights For Selling To Paolo

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paolo is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Paolo

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Paolo move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Paolo take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Paolo

Personality Compatibility


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