Ricky Vega, CFP® is one of the youngest Certified Financial Planners in the nation and a former wealth planner at Morgan Stanley.
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Working with over $985 million in AUM, Ricky witnessed firsthand how the wealthy leverage hidden financial loopholes to minimize taxes, scale investments, and build generational wealth—secrets most people never get access to.
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Now, those same strategies are unlocked inside

The AI Investor—

a personalized, AI-powered guide to financial freedom.
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Custom Calculators!

While earning his Master’s in Data Analytics at Georgia Tech, Ricky coded the AI tools and built in custom calculators featured inside the book.

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Why This Book?

For years, industry rules kept Ricky from sharing these wealth-building tactics. Now, he’s broken free—bringing insider financial strategies without the hefty fees.

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What Makes This Different?

Unlike generic advice,

this book customizes your journey based on your financial profile.

You’ll get AI-driven insights, fillable tax-saving calculators, and clear steps tailored to your wealth journey.
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This isn’t just a book.

It’s your personal playbook to financial freedom.