Our cultural background and upbringing often shapes how we navigate our lives — including our financial lives. In honor of Hispanic Heritage Month, we’d like to shine a spotlight on several personal finance experts from the Latinx community who are championing for more inclusivity within the financial industry and are doing their part to raise financial literacy in their communities and beyond.
Education about finances and talking honestly about money are key, Latino financial experts say. Benjamin Din, Meghan Coyle, Pamela de la Fuente, Cara Smith Sep 19, 2022
Honored to be named Investopedia 100 Top Financial Advisor for a third year in a row!
Watch the video with some tips from Luis in this interview via Scripps National News about what's likely to impact your 2021 taxes and how to position yourself to get your tax returns processed in a timely manner.
In this episode, we sit down with Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He’s also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go. To check out the internship, head to https://blxinternship.org/