About

Ric Mauricio has been investing since he was 16 years old. He was a stockbroker, a director of the trading desk and international research at a Silicon Valley wealth management firm, as well as serving as the in-house Certified Financial Planner. He is a Master Tax Advisor and an Enrolled Agent authorized to practice before the IRS.

As a consultant with the world’s largest staffing agency, he developed and managed numerous accounting departments from startups to Fortune 500 companies, in diverse industries such as internet services, restaurant operations, financial services, and retailers.

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