MATEO PAEZ BELTRAN, MSC.
IRONWOOD WEALTH MANAGEMENT GROUP – EXECUTIVE ASSOCIATE IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS - ASSOCIATE

Mateo is a Financial Advisor for the Cudmore/King/McNabb team, where he brings a strong foundation in capital markets, financial modelling, and portfolio construction, along with experience in both traditional and alternative investments. He specializes in delivering personalized wealth management strategies for high-net-worth individuals, professionals, and business owners. Mateo’s approach integrates dynamic asset allocation, tax-efficient portfolio construction, and holistic financial planning — including estate, trust, and corporate structuring. Fluent in Spanish, Mateo proudly provides tailored financial services to a diverse clientele.

When Mateo is not working, he enjoys rock climbing and spending time with friends and family.

Click here to email Mateo Beltran