kvmpromo.blogg.se - The total money makeover en espanol

Lacey joined the Build a Better Financial Future Team in August 2022 as an Administrative Assistant.

Listen to Luis' Story on the Human Advisor Podcast! Proud to be part of the InvestmentNews 40 Under 40 Class of 2019! Honored to be named one of Investopedia's 100 Top Financial Advisors in 2020, 2021, & 2022! When not helping a client, sharing financial insights on the On My Way To Wealth Podcast, volunteering, or hosting an event, you can find me eating at one of my favorite Vegan restaurants or visiting a beach or walking trail in the Los Angeles area. I lived in New York for the majority of my adult life, and currently travel back there during the year to visit family and existing clients. I currently live in Los Angeles, California with my wife, Alison. I previously served on the Business Insider Tax Review Board, and as contributor for U.S. I currently serve as a CFP Board Ambassador and as a board member on the CHIP Professionals Advisory Board. Additionally, I am one of the few Spanish-speaking CFP® professionals in the country and aim to help those seeking true guidance. I’m a co-founder of the BLX Internship Program, an internship program designed for aspiring Black and LatinX financial planners. I’m also very active in the profession and do a lot of work to help young and diverse planners enter and succeed in the industry. In 2020 I launched Build a Better Financial Future, LLC to focus on helping my clients with financial planning, investment management, tax preparation and planning in a comprehensive manner. It’s all about your vision of success and how I can help you on your way to building a better financial future. I do my best to keep it simple, so no fancy jargon or investment terms. I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help others pursue their goals. I got credit cards in my freshman year of college before I even got a job! (To be fair, they did include the credit card applications inside the books at the bookstore, I could not resist!).

I over borrowed on my student loans in college for “living expenses” which really was translation for Spring Break in Cancun!.

I tried to save what was left after spending, instead of spending what was left after saving. Some of the biggest money mistakes I made when I was younger: However, I was not taught about personal finance at home or at school, and had to learn the hard way. I was inspired by my parents to work hard and pursue an education.