King Mirtalipov, CRPC™, CRPS™
Retirement Planning for Russian speaking Americans age 50+
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Serving Clients Nationwide
Retirement Planning for Russian speaking Americans age 50+
Areas of Focus
- Capital Gains
- Cash Flow
- Estate Planning
- Family and Money
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Withdrawal Sequencing
- Women & Wealth
About King Mirtalipov, CRPC™, CRPS™
Hi, I'm Jakhongir 'King' Mirtalipov. For me, working with clients begins with trust, discretion, and commitment to a long-term personal relationship.I take the time to understand what truly matters to you and your family, so I can deliver thoughtful, practical strategies that bring clarity and confidence to complex financial decisions.
I began my career at national firms, Edward Jones and Cetera Advisors, where I built a strong foundation in comprehensive financial planning, investment management, tax-efficient strategies, family protection, and legacy planning.
I hold a bachelor’s degree in finance with a concentration in investments, along with the professional designations CRPC® (Chartered Retirement Planning Counselor) and CRPS® (Chartered Retirement Plans Specialist).
For almost a decade, I have focused on retirement planning and creating sustainable retirement income for Russian speaking Americans age 50 and over, conveniently offering my services in Russian and English.
This experience led me to establish Dream Life Wealth Management—an independent and fee-only firm designed to provide personalized, fiduciary advice tailored to each client’s unique circumstances, rather than one-fits-all solutions.
I leverage advanced planning technology and disciplined investment processes to deliver clear, efficient strategies, even in complex financial situations.
Above all, my work is guided by a genuine commitment to helping you protect what you have built and confidently transition into the next stage of life.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Retirement Plans Specialist (CRPS)
Affiliations
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Charlotte, NC
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. We start with a 45-minute consultation call to get to know you, your goals and answer some of your important questions. I look forward to speaking with you.Offers Investment Management
Yes
About Dream Life Wealth Management
At Dream Life Wealth Management, we specialize in retirement planning for Russian speaking people age 50+ and offer customized solutions to enjoy and have confidence in retirement.By working with us, you get:
✔️ Ongoing support and guidance
✔️ Transparent pricing; No sales or commissions
✔️ 100% Fiduciary advice
✔️ Confidence and peace of mind to make smart financial decisions
Our Services
▪️ Financial Planning
We build a personalized financial plan based on your life stage, goals, and what matters most to your family. We walk with you every step of the way, explaining things in plain, easy-to-understand language.
▪️ Investment Management
We build and manage investment portfolios based on where you're in life, whether you are growing your wealth or ready to retire.
▪️ Retirement Income
We help you turn your savings into steady, predictable income so you can retire with confidence.
▪️ Tax Planning
We help you understand how taxes affect your money and reduce unnecessary taxes so you can keep more of what you earn today and in retirement.
▪️ Estate Planning
We help you protect your family and pass your wealth on to your children and grandchildren in a clear and tax efficient way.
Education
Ouachita Baptist University, Business Administration, Finance w/ emphasis in Investments
Languages
- English
- Russian
Hobbies and Interests
- Beach
- Cooking
- Family
- Grilling
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Couples
- Dual Income Family
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Remote Workers
- Russian-speaking Americans
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