Kenji Quintero's net worth is up 26% in 30 days

Kenji Quintero · Mass Affluent · 50-59 · Charlotte, NC · Advisor Sam Kowalczyk

Why it fired

From $459,331 to $576,652, a change of $117,321 across accounts linked for the whole period.

Rule: Net worth up 10% over 30 days or 18% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (7)

Reported balance
Oct 13, 2026 · Vanguard brokerage account
$112,495
Reported balance
Oct 13, 2026 · Capital One savings account
$89,365
Reported balance
Oct 13, 2026 · Empower 401(k)
$1,049
Title company: home sale proceeds
Nov 14, 2026 · Vanguard brokerage account
+$119,750
Reported balance
Nov 14, 2026 · Vanguard brokerage account
$230,924
Reported balance
Nov 14, 2026 · Capital One savings account
$90,965
Reported balance
Nov 14, 2026 · Empower 401(k)
$1,371

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

“Kenji, good news: your net worth has grown nicely lately. It's a smart moment to rebalance and make sure no single position has grown too large.”

A prompt for a conversation, not financial advice.

Status: New