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How To Preserve Your Wealth and Plan For Retirement With Gaston Escudero III

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Manage episode 471441990 series 3446635
Content provided by The New And Experienced Investor, The New, and Experienced Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The New And Experienced Investor, The New, and Experienced Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Gaston Escudero III is a Managing Director and Registered Representative at Bangerter Financial Services. Gaston has expertise in educating high net worth real estate investors on the various ways they can shelter taxes, preserve wealth & generate passive income. Gaston played Division I Baseball at Penn State University, where he received a bachelor’s degree in Interpersonal Communications and a minor in Business. He holds FINRA Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law) licenses.
Gaston has upwards of 10 years of experience working for multi-billion-dollar institutional real estate companies that focus on 1031 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, 721 UpREITs & Tax Efficient IRA-Roth Conversions. He has a passion for educating high net worth investors on the various ways they can shelter taxes, preserve wealth, and generate passive income in retirement.
Gaston’s institutional experience enables him to identify specific tax saving strategies to meet his clients’ goals and objectives. Outside of his day-to-day business duties, Gaston enjoys golfing, surfing, spending time with family, his dog Rocky, and going to church.
Reach Out To Gaston :
BANGERTERFINANCIAL.COM
P: 949.676.7195

Joe is Realtor, Investor, and Mentor with over 40 years experience. Full Time Real Estate Professional, house flipper and a mentor to many of his clients. He is here to help you get top dollar for your home or get you the best price for a home that you are going to live in. He has over 40 years of real estate experience for you to draw on and actively list and sell over 20 homes a year. He have sold over 600+ homes in the last ten years alone. He is a very skillful negotiator and will work diligently to help you realize the best possible price when buying or selling your home.
Alex has been investing in real estate since 2021. Wholesaling, flipping, and buying rentals in Southern California and beyond, he has now started helping new investors get started on their real estate journey. He found a niche in the mobile home space and continues to expand his portfolio utilizing creative financing.
Joe Homs (The Experienced Investor)
➡️ http://www.joehoms.com
➡️ Book some time one on one
➡️ [email protected]
➡️ Joe's Instagram
➡️ Joe's YouTube
Alex Barnett (The New Investor)
➡️ Book some time one on one
➡️ [email protected]
➡️ Alex's Instagram
➡️ Alex's YouTube

  continue reading

78 episodes

Artwork
iconShare
 
Manage episode 471441990 series 3446635
Content provided by The New And Experienced Investor, The New, and Experienced Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The New And Experienced Investor, The New, and Experienced Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Gaston Escudero III is a Managing Director and Registered Representative at Bangerter Financial Services. Gaston has expertise in educating high net worth real estate investors on the various ways they can shelter taxes, preserve wealth & generate passive income. Gaston played Division I Baseball at Penn State University, where he received a bachelor’s degree in Interpersonal Communications and a minor in Business. He holds FINRA Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law) licenses.
Gaston has upwards of 10 years of experience working for multi-billion-dollar institutional real estate companies that focus on 1031 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, 721 UpREITs & Tax Efficient IRA-Roth Conversions. He has a passion for educating high net worth investors on the various ways they can shelter taxes, preserve wealth, and generate passive income in retirement.
Gaston’s institutional experience enables him to identify specific tax saving strategies to meet his clients’ goals and objectives. Outside of his day-to-day business duties, Gaston enjoys golfing, surfing, spending time with family, his dog Rocky, and going to church.
Reach Out To Gaston :
BANGERTERFINANCIAL.COM
P: 949.676.7195

Joe is Realtor, Investor, and Mentor with over 40 years experience. Full Time Real Estate Professional, house flipper and a mentor to many of his clients. He is here to help you get top dollar for your home or get you the best price for a home that you are going to live in. He has over 40 years of real estate experience for you to draw on and actively list and sell over 20 homes a year. He have sold over 600+ homes in the last ten years alone. He is a very skillful negotiator and will work diligently to help you realize the best possible price when buying or selling your home.
Alex has been investing in real estate since 2021. Wholesaling, flipping, and buying rentals in Southern California and beyond, he has now started helping new investors get started on their real estate journey. He found a niche in the mobile home space and continues to expand his portfolio utilizing creative financing.
Joe Homs (The Experienced Investor)
➡️ http://www.joehoms.com
➡️ Book some time one on one
➡️ [email protected]
➡️ Joe's Instagram
➡️ Joe's YouTube
Alex Barnett (The New Investor)
➡️ Book some time one on one
➡️ [email protected]
➡️ Alex's Instagram
➡️ Alex's YouTube

  continue reading

78 episodes

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