
California, United States •
$5,001 - $10,000
About
Spanish speaking, Latino, relatable with great ability to simplify complex financial planning topics
Master Your Finances to Achieve Your Goals
This presentation is great for those currently in the building/accumulation phase of their wealth building journey, typi…
Bridging the Gap: How to Create and Sustain Generational Wealth
This presentation is great for financially established adults, likely age 40+, who are parents or grandparents, concerne…
Smart Strategies for Business Owners: Plan, Protect, Prosper
This presentation is great for those currently in business for themselves. They’re looking to create long-term wealth bu…
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