Simplifying Structure and Building a Family Office

Rarely is one’s career path a straight line. In most cases, an unlikely side step corrects our path forward. Alfredo Mesa’s journey is no exception. When Alfredo graduated with a degree in finance, his only options were brokerage firms, insurance companies, and banks. Missing that element of intimate financial planning, Alfredo turned to entrepreneurship and, eventually, real estate. Then one day, Alfredo sold property to a CPA who suggested he consider RIAs if financial planning was his end goal. The rest is history.

Today, Alfredo runs Mesa Financial Group, adhering to the Dan Goldie method of simplifying everything. He’s a team of one who believes in building relationships with clients as they’re building their wealth while fostering relationships with CPAs and attorneys. Beyond business partners, Alfredo favors managing clients over managing employees. So although he’s the only captain at his ship’s wheel, Alfredo’s found a system that allows him to remain engaged with a growing roster of clients.

“One of the things that I constantly work hard on is: I try to simplify my practice as much as possible. And to some extent, I carry that with our clients. Let’s not complicate your planning, let’s not complicate your investments any more than we need to.” ~ Alfredo Mesa

In this episode, Alfredo talks with Steve about his method for doing it all while finding time for his clients, his perspective on staying flexible for both clients and himself, and the strong convictions behind his “why”.

Links

 Connect with our hosts

 Subscribe and stay in touch

The contents of any report published herein are for informational and educational purposes only. The articles are not to be construed as investment, tax, financial, accounting, or legal advice. Individuals should seek independent advice from a tax professional based on his or her individual circumstances.

The analysis contained in any publication published or otherwise disseminated by Buckingham Strategic Partners (BSP) on this site is based on the data available at the time of publication which may become outdated or otherwise superseded at any time without notice, and the opinions of BSP. Certain information contained therein is based upon third-party sources, which BSP believes to be reliable, but is not guaranteed for accuracy or completeness. Neither the SEC nor any other federal or state agency or non-U.S. commission has confirmed the accuracy or determined the adequacy of information published or disseminated by BSP. Any publication or dissemination of information to the contrary is unlawful. Each reader acknowledges the contents published or otherwise disseminated by BSP is the sole property of BSP and any reproduction or distribution of such information, in whole or in part, other than for its intended purpose with credit provided to BSP, is prohibited. BSP reserves the right to remove, alter, edit, or adapt any third-party content published, contributed, or subject to applicable law.

By clicking on any of the links within the articles on this site you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.