Universal Wealth
Jesus Villalobos currently serves as the Chief Strategy Officer at Universal Wealth and the Chief Information Technology Officer at Prosperity Financial Network. Previously, Jesus held the position of Chief Technology Officer at Vantage Financial Alliance, where the focus was on merging technology and strategy to support entrepreneurs in achieving scalable success. Additionally, Jesus worked as Chief Technology Officer at A BETTR Life, developing innovative referral platforms aimed at empowering businesses and individuals. Earlier career experiences include serving as Senior Marketing Director at World Financial Group and as a Loan Officer at Citicapital Finance Group.
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Universal Wealth
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.