Simon Benavidez, Athlete Wealth Management
Professional Referral for Isaac Salcido
Referred by Simon Benavides, Athlete Wealth Management
I am pleased to provide this referral letter for Isaac Salcido, an expert in advanced tax planning, strategic retirement design, offshore planning and foreign trust structures, high-level estate planning, and asset-protection strategies. I have had the privilege of working with Isaac and have consistently been impressed by his professionalism, deep technical knowledge, and dedication to serving his clients’ best interests.
Isaac brings a sophisticated understanding of complex financial and legal structures. His ability to integrate tax efficiency, long-term wealth preservation, and compliant international planning is exceptional. Whether navigating domestic tax strategy or designing advanced offshore solutions, Isaac delivers insights that are precise, strategic, and tailored to each client.
Our professional collaboration has included developing and implementing specialized financial tools and planning strategies for professional baseball players within both MLB and MiLB. Isaac’s expertise and discretion have been invaluable in supporting the unique financial needs and long-term planning required by athletes with high-visibility careers and complex compensation
structures.
Beyond his technical skill, Isaac is a person of integrity, responsibility, and complete discretion. He handles sensitive financial matters with absolute confidentiality and approaches every engagement with professionalism and genuine care. Clients feel confident placing their trust in him because he consistently demonstrates reliability, transparency, and an unwavering commitment to ethical practice.
I highly recommend Isaac to anyone seeking advanced financial planning, sophisticated asset-protection strategies, or international structuring guidance.
His expertise, character, and work ethic make him an invaluable resource and a true asset to any client or organization.
Please feel free to contact me if you need any additional information about my experience working with Isaac.
Sincerely,
Simon Benavides
Athlete Wealth Management