My Wealth Guru Wally Saucedo CPA
VISION
Healthy Wealthy Wise Body Mind Soul Spirit
MISSION
Enabling People and Organizations to Shape the Future
CORE VALUES
Family
Friends
Mother Earth
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:
"Wealth Comes In Many Forms..."
"Business & Professional Planning Ignites the Wealth..."
"Personal Financial Planning Manages the Wealth..."
"Life Values Planning Enjoys the Wealth..."
"In It's Many Forms..."
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)