I believe that financial literacy is the gateway to financial confidence and freedom. However, lack of early education and willingness to talk openly about money remains a barrier to success, especially in lower-income communities. As a financial representative at Strategies for Wealth, I am committed to creating a safe space for people to share their worries, fears, and future goals without judgment to empower them to live the life they want to live.
As a native of the Dominican Republic where family always comes first, I was drawn to a similar mentality at Strategies for Wealth. By taking a holistic approach to financial guidance, we are able to prioritize the well-being of our clients and create relationships based on trust and understanding, not products.
Natural curiosity and hard work are at the core of who I am. Growing up, I taught myself how to save money and prepare for the unexpected, often serving as a trusted resource for family and friends. While studying at Manhattan College, I helped a local auto parts store boost sales through fundamental marketing practices and started my own small business designing T-Shirts and coloring books.
In my personal life, I’m passionate about new experiences, staying active and being a strong role model to my younger sisters. As a Board Member of STEER for Student Athletes, a program that helps minorities lacking resources prepare for college and the job market, I am grateful for the opportunity to give back to my community.
Sound financial guidance can unlock so many possibilities. If you’re interested in improving your financial literacy and learning more, please reach out to discuss.