IREXA Financial Services / Wealth Strategies
Renee Esguerra is an experienced professional in the financial and real estate sectors, currently serving as an Alternative Investment Specialist at IREXA Financial Services and as a Registered Representative at Great Point Capital LLC since August 2023. Prior to these roles, Renee held positions at ExchangeRight Real Estate from January 2020 to July 2023, advancing to Assistant Vice President, and previously worked as a Real Estate Coordinator. Additional experience includes a role as Student Activities Coordinator at The Master's University from June 2018 to September 2019, an Electrical Technician at Lux Solutions, LLC from February to December 2017, and a Marketing Representative at SERVPRO of Santa Clarita from July 2016 to February 2017. Renee Esguerra earned a Bachelor of Arts in Bible/Biblical Studies from The Master's University between 2013 and 2016.
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IREXA Financial Services / Wealth Strategies
IREXA FINANCIAL SERVICES / WEALTH STRATEGIES is a full service, client-centric, financial advisory firm that helps high-income, high-net worth individuals, and small businesses create tax efficient, wealth management strategies. We build a personalized, integrated, collaborative wealth management strategy to help you reach your defined goals. Keeping more of your money working for you. Collaboration with other professionals is the key to effective wealth preservation; along with Certified Public Accountants, Commercial Real Estate Brokers and Attorneys we analyze, build strategies, and provide solutions to implement a comprehensive approach to minimize tax liability and maximize overall after-tax earnings. A team of financial professionals produces better outcomes so our clients win. Tax Efficient Investment Solutions Helping You Keep More of What You Make IREXA® Financial Services / Wealth Strategies collaborates with CPAs, attorneys, and other tax planning professionals to assist clients with tax mitigation strategies. IREXA® and Great Point Capital, LLC are not tax professionals or attorneys. IREXA® only provides client tax mitigation strategies through, and with the approval of, the client's professional counsel. Securities offered through Great Point Capital, LLC, Member FINRA/SIPC, 200 W Jackson Blvd #1000, Chicago, IL 60606, telephone (312) 356-4872. IREXA® is not affiliated with Great Point Capital, LLC.