Hi! I am Carlos Román Gutierrez, a fixated on offering a holistic approach to wealth management that begins with getting to know clients and their families, their financial situation, and what matters most to them, then I assist them in developing a customized wealth management strategy that can adapt as their needs and market conditions change. I give clients access to CARLOS ADVISOR’s investment insights to help them address the various aspects of their financial lives. My passion for providing excellent service and assisting clients in achieving their objectives drives me.

Objectives

My objective is to learn about you and what is important to you. Take the time to ask tough, smart questions and listen carefully, and then understand in great detail where your wealth is today and where you want it to be tomorrow. I assist you in developing and implementing a personalized wealth management strategy that allows you and your family to pursue personal financial goals while managing investment risk. My wealth management strategy focuses on using wealth to help make dreams a reality. Your life and objectives change. We have tools to assist you in keeping track of these changes so that they can be reflected in your financial strategy.

Every relationship begins with communication in which I facilitate you in identifying and prioritizing which goals are most important to you. Whether it’s passing money to the next generation, adjusting your financial strategy to support you in pursuing your hobbies, or offering advice and assistance to help you stay educated, I start by listening to understand more about you and your family.

Passion

Undoubtedly, the root of my success is my passion. I truly care about the people I deal with, I really care about my services, and I really care about achieving the greatest outcomes from my customers, as is obvious from the moment we first meet. It always amazes me when a buyer and seller are a good fit and everyone is content. When you see individuals crying with joy, it is truly amazing. I’m heartened by it. It bothers me. It inspires me. You should consult with real estate advisers if you wish to augment your income or save for retirement. For more than ten years, I am engaged in developing individualized investment plans for my customers, making the process as simple as I can.

Approach

I use an entrepreneurial mindset to provide value to clients and look for new markets and possibilities. Being forward-thinking, I always work to develop lasting client connections. My goal is to lead any market I enter and to do it with enthusiasm, vigor, and knowledge. I adopt a proactive, practical approach to solving challenges and offer solid answers.

I invest in, acquire, construct, inhabit, and manage a range of assets, including residential, commercial, industrial, and retail real estate. Clients come from a range of sectors, including banking, energy, healthcare, law, the life sciences, manufacturing, and technology, and include both local and international businesses.

Experiences

Currently, I am the CEO and Founder of the real estate firm CARLOS ADVISOR INTERNATIONAL. I have over 14 years of experience in both domestic and international real estate firms. My primary focus is on real estate dealings.

Initially, I served as a real estate advisor for both American and foreign real estate investors, as well as for individual investors investing in American and/or foreign real estate in the heart of Casa Granada from 2007 to 2018. During this time, I also owned a franchise of a well-known company and began expanding my business by selling, renting, and developing real estate properties. Until 2018, I worked on two major housing projects in my career. The first, Desarrollo Santa Fe, was a housing project in Granada, Nicaragua, that sold 95% of its units at the first stage by the end of 2018. The second was the Colonial Santa Lucia housing project in Calle Santa Lucia of Nicaragua., which was completely sold at the end of 2018. From 2019 to 2020, I was the rightful proprietor of a real estate agency and expanded my investment services by renting beach properties on top of my previous services at Nicaragua Village.

In 2020, I launched Carlos Advisor International to offer my services in the Dominican Republic, the United States, and Colombia, and I established myself as an international real estate investor. Following this international platform, I reinvested and co-founded a specialized office in High Profile Real Estate and Luxury properties in Managua, Nicaragua. Two major projects in my career have recently begun. In Granada, Nicaragua, a project is building apartments solely for the purpose of renting them out. Another ongoing project is the Lotification Project in San Juan del Sur’s Baha Nacascolo sector. Currently, I am involved in the planning and implementation of American real estate transactions, as well as the coordination of foreign real estate investments. Also involved in the development of efficient real estate investment products.

Skills

My area of expertise is real estate trading. Due to my vast market knowledge and broad network of connections, I can assist you with all legal information needed in real estate transactions to advertise your property in the most advantageous way. I can be the most accurate information source and the most dependable service provider for transactions in the area because to my understanding of the local market and my experience of establishing relationships with both domestic and international investors. In addition to these, I am also proficient in a variety of tools that are very helpful to my business, such as video creation and photography. I speak English, Spanish, and a little bit of French.

Efforts for Individuals, Families, and Small Businesses

I believe that financial success can be attained when you are able to make investment decisions and trade-offs that will allow you to achieve personally meaningful goals. So, whether you’re saving for retirement, a home, or a child’s education, I start by getting to know you and how you feel about the seven life priorities listed below:

• Managing current and future healthcare costs
• Retrofitting, shrinking, renovating, or purchasing a second home
• Looking after your family and others in your life
• Spending your free time in productive ways
• Volunteering, mentoring others, and charitable giving
• Retirement work, selling or starting a business
• Placing it all together and determining your financial objectives