Giovanni Cuarez
Wealth Advisor
Wealth Management
GET TO KNOW GIOVANNI CUAREZ
Giovanni Cuarez (Gio) began his financial career at Paramount Pictures in guest relations while studying for his B.S.B.A.
Gio worked his way up into the Network Television Estimating Department, where he gained practical knowledge and experience in the art of budgeting and accounting for more than a dozen prime-time television shows for several years.
After leaving Paramount Pictures, he immediately began working as a freelance Line Producer and filmmaker for various independent film companies and small business owners/advertisers. This experience led him to acquire licenses in Life, Health, and Property & Casualty Insurance and worked for a Production Insurance Brokerage firm for more than 15 years.
While working as a Production Insurance Broker, Gio also registered with the Internal Revenue Service (IRS) and the California Tax Education Council (CTEC) and started a Tax Preparation Service for entertainment professionals, independent film companies, and small business owners.
After his stint in Entertainment Insurance, Gio joined Tactive as an Investment Advisor Representative. In addition, to add value, he recently became a Licensed Mortgage Loan Originator.
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FREQUENTLY ASKED QUESTIONS
About Giovanni Cuarez
What experience do you have?
Series 65 License since 07/2021, Registered Tax Practitioner since 2009, and Life, Health, Property & Casualty Licenses since 2005.
Are you a fiduciary 100% of the time?
Yes
Who do you specialize in working with and how many clients do you have at a time?
I specialize in the entertainment industry and have approximately 100+/- tax clients and currently 12 advisory clients and growing.
Do you have a minimum portfolio size?
$500.00
What is your investment philosophy and how do you manage investments?
Managing risk, while increasing wealth.
What does your planning process look like?
Discovery, evaluate/analyze, then recommend options to my clients, then implementation.
How often do you meet with your clients?
I meet quite often with my clients who are local, but I’m always available by phone and email 7 days a week.
I have some investments I want to manage on my own. Can I still work with you?
Yes, absolutely.
What is my total cost to work with you, how are you compensated, and where can I see this in writing?
My advisory fee and overall fees are stated in our Advisory Agreement and support documents.
Account Management
Where do you keep my money and how can I see it?
We use several Account Custodians, that provide 24/7 and year-round access to your account.
Do you take custody of or have access to my assets?
We do not take custody of your funds, but you allow us to manage/trade your funds in the financial markets.
Are my assets pooled with other investor funds?
Each account holder is unique and manage and invest his/her money according to their investment goals and risk tolerance.
Can I get money out of my account quickly in case of an emergency?
Yes, usually within 24-48 hours.
Do you contact me before you make trades in my accounts?
Generally, no because you give us written consent us to trade your account.
Is my account guaranteed?
Unfortunately, we cannot guarantee investment growth or avoid total loss, because a “perfect” investment doesn’t exist. Basically, we do not have a “crystal ball” that gives us the ability to look into the future.
How often will I receive statements on my account?
Monthly and/or quarterly statements are available online to each account holder.
How do I pay you for your services?
Our firm deducts our fees from your account on a monthly billing cycle.
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