Our cultural background and upbringing typically shapes how we navigate our lives — together with our monetary lives.
In honor of Hispanic Heritage Month, we’d wish to shine a highlight on a number of private finance specialists from the Latinx neighborhood who’re championing for extra inclusivity inside the monetary trade and are doing their half to lift monetary literacy of their communities and past.
8 Hispanic Private Finance Influencers to Observe
From podcasters and bloggers to Licensed Monetary Planners and Accredited Monetary Counselors, the cash gurus on this record assist each English and Spanish audio system alike study to higher their monetary lives.
1. Jannese Torres-Rodriguez of Yo Quiero Dinero
Jannese Torres-Rodriguez is a Puerto Rican facet hustle queen who runs the podcast “Yo Quiero Dinero.” With the success of her meals weblog, Delish D’Lites, and different entrepreneurial pursuits, Torres-Rodriguez was capable of give up her day job in Might 2021 at age 36.
On her podcast, she shares cash tales from different Latinas and folks of shade. She educates and evokes others to realize management of their monetary lives, construct generational wealth and grow to be financially impartial.
2. Jen Hemphill of Her Dinero Issues
Hailing from humble beginnings in Colombia, Jen Hemphill is an Accredited Monetary Counselor and writer of the ebook Her Money Matters.
On her podcast, Her Dinero Matters, Hemphill chats with different members of the Latinx neighborhood about numerous private finance matters from budgeting and objective setting to entrepreneurship and investing. She additionally discusses issues that particularly have an effect on the Hispanic neighborhood, like how to overcome financial barriers as an immigrant and what Latinos need to know about retirement.
3. Luis F. Rosa of On My Technique to Wealth
Luis F. Rosa moved to america from the Dominican Republic at age 11. Regardless of not studying a lot about cash at dwelling, Rosa grew as much as grow to be a Licensed Monetary Planner and runs the monetary planning agency Build a Better Financial Future.
His podcast, On My Way to Wealth, provides monetary tricks to busy Gen X-ers — protecting matters like buying a home in a hot real estate market and using a health savings account. Investopedia named Rosa amongst one of many top financial advisers of 2021.
4. Athena Valentine Lent of Cash Sensible Latina
Athena Valentine Lent has a mission to carry monetary schooling to these in her neighborhood. Her weblog, Money Smart Latina, strives to just do that. In 2020, Cash Sensible Latina earned a Plutus Award for Greatest Private Finance Content material for Underserved Communities.
Valentine Lent can be a public speaker and private finance author. She is Slate’s Pay Dirt columnist. Take a look at her inspirational cash quotes on Instagram.
5. Beatriz Acevedo of SUMA Wealth
Beatriz Acevedo is an Emmy-award profitable Latina media maven and entrepreneur. Her platform SUMA Wealth (which could be accessed completely in Spanish) is a monetary inclusion firm that goals to coach and empower the Latinx neighborhood.
SUMA options partaking private finance recommendation and provides a “dinero toolkit” to assist individuals deal with bank card debt, develop their financial savings and take into account homeownership.
6. Rita-Soledad Fernández Paulino of Wealth Para Todos
Rita-Soledad Fernández Paulino is a former math instructor turned private finance educator. Her platform, Wealth Para Todos, is devoted to educating these in underserved communities the way to construct wealth.
Along with sharing monetary recommendation on Instagram, Paulino has a bimonthly publication the place she discusses cash mindsets, monetary objective setting and budgeting. She and her husband are on a path to retire earlier than 50, and Paulino is finding out to grow to be a Licensed Monetary Planner.
7. Jully-Alma Taveras of Investing Latina
Born within the Dominican Republic, Jully-Alma Taveras is the lady behind Investing Latina, a platform that encourages others to develop their wealth by way of investing. She teaches investing workshops and has a YouTube channel the place she explores matters resembling getting started with investing and saving money with minimalism.
In 2020, Taveras earned a Plutus People’s Choice Award for Investing Latina.
8. Anna N’Jie-Konte of First-Gen Realness
Anna N’Jie-Konte is an Afro-Latina with Puerto Rican and West African roots who goals to assist girls of shade construct generational wealth. Her First-Gen Realness podcast explores tradition, entrepreneurship and finance.
N’Jie-Konte can be a Licensed Monetary Planner and founding father of Dare to Dream Financial Planning, the place she consults with shoppers nearly. Investopedia named her amongst one of many top financial advisers of 2021.
Nicole Dow is a senior author at The PNW.