Guadalupe Mata is a seasoned financial professional currently serving as a Wealth Strategist at ONE OAK and holding an executive membership with the International LEAP Network. With a robust background in wealth management, real estate, and client services, Guadalupe has previously held leadership positions, including President of PRIDE ACQUISITIONS LLC and roles at boutique firms such as Granite Harbor Advisors and Corient. Guadalupe's experience spans various financial services, from holistic client management to estate planning, alongside significant expertise in real estate through a tenure at Keller Williams Realty. Educationally, Guadalupe is pursuing advanced degrees in Finance and Strategic Leadership at the University of St. Thomas, building upon a foundation in Business Administration from Villanova University and financial planning credentials from Rice University.
Sign up to view 0 direct reports
Get started
This person is not in any teams