Having a basic understanding of personal finances, including credit, savings, investing, and debt management, is one of the most important basic skills needed to lead a happy and secure life. A nationwide increase in financial literacy would translate into a more responsible society with better budgeting skills, less debt, a better quality of life, and a better economy overall. Gustavo Corte, financial advisor at RBC Wealth Management, has a vision for a more educated and financially savvy community.

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Born in Mexico, Gustavo came to the United States at the age of 13. Having to learn a new language in an unfamiliar environment has forced him to grow up a little faster than children his age. When he was in high school, Gustavo’s parents decided to return to Mexico, forcing him to take on the role of managing their family’s finances. This early introduction to the world of personal finance prompted him to start investing in his financial future. As a freshman at the university, Gustavo bought his first real estate – a condo he lived in for two years, and then decided to use it as rental property. During his college studies, he met an advisor from RBC Wealth Management who became his mentor. He always knew the world of business and investing was his passion and quickly fell in love with wealth management and the difference a financial advisor can make.

After graduating from the University of Arizona, Gustavo was determined to land a job at RBC Wealth Management alongside his mentor working in money management for private clients and organizations. After a lot of persistence and experience in several other positions, he finally got the job of his dreams in 2018. Today, Gustavo and his team, Richard Schaefer, AWM Senior Vice President – Branch Manager, and Bobby Present, Senior Vice President – Financial Advisor, specialize in working with clients with investable assets in excess of $ 5 million. The team manages approximately $ 525 million for private clients, businesses and nonprofits. As a wealth advisor with diverse experience, Gustavo makes a difference for his clients and for his community.

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1. Gustavo has extensive experience working with different types of clients. Along with his team, they are keenly aware of the unique challenges and concerns of successful families and organizations. Additionally, Gustavo’s early and successful personal experience in real estate investing allows him to offer his clients an alternative perspective when considering investment opportunities, managing cash flow and navigating. in various tax implications. Gustavo is also a consultant for two private family businesses in Tucson, Arizona, a high-end home improvement company, a general contractor, and a coworking business in downtown Tucson.

2. Community involvement. His dedication to helping others extends beyond his professional life. Gustavo is very active in his community in Tucson, Arizona. He sits on the Board of Directors and participates in several non-profit organizations including Casa De Los Niños, Big Brothers Big Sisters of Southern Arizona, El Río Vecinos, Tucson Young Professionals and most recently Emerging Leaders Council. Working as a financial advisor with such empowering clients opened Gustavo’s eyes to the power of business ownership, financial literacy, and generosity.

3. A vision for the future. Gustavo’s personal experiences, professional career and community work have helped him understand the importance of having a relationship with a team of wealth advisers. As more and more people understand the basics of investing, a more educated community of highly skilled individuals will emerge, leading to better employment opportunities which in turn will generate more income to be reinvested in. the community. Gustavo likes to talk to groups and students about this topic to really start making it a possibility. It helps them understand the right credit, savings, investing and debt management skills to transform their financial mindset.

Gustavo Corte’s early successes in business and his passion for helping individuals and organizations grow financially and improve their mindset is what makes him a unique candidate in his field. As your financial advisor, along with their team, and through communication, relationship building and proven strategies, they will develop a plan that will allow you to enjoy today, while having confidence in your future. While minimizing taxes and maximizing cash flow.