Lalo A Pacheco

Biography

I am a financial professional specializing in holistic or comprehensive financial planning with thorough review and discussion of protection, accumulation, and preservation. I help clients identify gaps, consolidate, protect their growth and assets, partner with estate and tax professionals, and minimize the overall tax burden by creating balance and tax-free income leveraged investments. I serve high net-worth families and small business owners that are Brown, Black, Women, Immigrants, or other communities of color or marginalized oppression. By serving these groups we can take a collective approach to impact socio-economic justice and create an equitable environment. My personal word and purpose is Prosperity and my motto is be the change you wish to see, create the reality you want to live in, and start with the man in the mirror.