OUR TEAM

Simón Carlo Valentín, Esq. CPA.

WIOA and Financial SME
Professional Overview

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Simón Carlo-Valentín, Esq., CPA, is a corporate and tax attorney, Certified Public Accountant, and Notary Public licensed in Puerto Rico and the U.S. District Court of Puerto Rico. With a JD/MBA and a BSBA in Finance and Accounting, he brings a multidisciplinary approach to advising businesses, nonprofits, and investors on corporate structuring, tax incentives, compliance, capital-raising, and federal contracting. His experience spans private equity, Big 4 accounting, international business, and leadership roles in federal procurement and multinational corporations. A member of Stratagem Capital, he provides clients with strategic legal and financial guidance to optimize operations, ensure regulatory compliance, and access growth opportunities in Puerto Rico and beyond.
Main Practice Areas
Tax Law
Advising on tax compliance, planning, and dispute resolution
Corporate Finance
Providing legal counsel on financial transactions and corporate structuring
EDUCATION
LICENSES
Commonwealth of Puerto Rico
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CPA Certification
Puerto Rico