Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has lead the organization to op
en multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years.
As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively. With over more than 20 years of accounting and taxation experience he has worked for large accounting firms such as KPMG and Deloitte. With a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits he provided tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana in addition to holding a Masters Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico.
As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. Currently Vidal is very involved with the local business community. He co-founded Invictus Advisors Foundation a non-profit 501 (c) 3 whose mission is to provide Latino business owners and start-up businesses relief from financial, marketing, and personal coaching obligations to position their enterprises to grow to their full potential. Additionally, he is the Chief Financial Officer for Hispanic Chamber of E-Commerce Foundation, Acuavita Foundation, UP-IPADE Business School Foundation and sits on the Advisory Board of the Hispanic Chamber of E-Commerce.
His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E; Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa has had several an Amazon best-selling books including “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”
As Head of the US/Mexico binational business program at UP-IPADE Business School; in 2020 he will be launching a business accelerator program called “Start Up on Steroids” to give Mexican business the tools they need to launch their business in the United States. This done-with-you program will give the participants the exact steps needed, including financial, legal and marketing tools, to begin their business in the United States.
Learn More: www.invictus-advisors.com
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning - December 20, 2024
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- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Creating A Financial Plan for the Future - December 18, 2024
