VISION

 Healthy Wealthy Wise Body Mind Soul Spirit

 

MISSION

Enabling People and Organizations to Shape the Future

 

CORE VALUES

Compassion

Gratitude

Integrity

Spirituality

 

Program

My Wealth Guru Wally Saucedo's

Abundant Life Strategies

for a

Healthy Wealthy Wise Body Mind Soul Spirit

A "True Wealth" Optimization System of Systems

For Leading A More Balanced and Meaningful Life Through Integrated:

Life Values Planning

Personal Financial Planning

Business & Professional Planning

 

My Wealth Guru Wally Saucedo Says:

"Business & Professional Planning Creates the Wealth..."

"Personal Financial Planning Manages the Wealth..."

"Life Values Planning Enjoys the Wealth..."

 

BIOGRAPHY

Guadalupe "Wally" Saucedo III

Southern California surfer, runner, cyclist, martial artist, yogi, father

California State Board of Accountancy Certified Public Accountant

Calif. Dept. of Insurance Resident Insurance Producer Accident & Health Agent (Prior)

California Department of Real Estate Real Estate Salesperson License (Prior)

Financial Industry Regulatory Authority (FINRA) Series 6 & 63 Securities (Prior)