4 unspoken challenges Latina women face in the investment industry

Diversity is a very big topic right now – as it should be. Many companies are pushing forward in trying to create a better environment and opportunity for their employees, but here’s the problem: it remains surface level. Creating diversity and providing opportunity to people of color cannot happen if companies do not understand what […]

Financial advisor tips on how to teach kids about money

Many parents wonder when and how to begin teaching their children about money, but what they don’t realize is that they’re already teaching their kids every day with their own actions and words.  Everything a parent says, does and feels about money is taught to your child on a subconscious level. I typically coach parents […]

3 things holding you back from building wealth

You make money but for some reason, you’re not seeing the benjamins pile up in your bank account. What gives? I recently had a gentleman call me for an appointment and the first thing out of his mouth was “I make 6 figures but I’m still living paycheck to paycheck. What am I doing wrong?”.  […]