Financial Roots

Empowering first generation immigrants, college students and professionals through financial literacy

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  • English
  • Español
  • Welcome
  • About me
  • Resources
  • First Gen Stories
  • Schedule a coaching call

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Certified in Investment Planning by the AICPA
Certified in Retirement Planning by the AICPA
Risk Management and Insurance Planning by the AICPA

Welcome

Hello and welcome! In this blog I will share the things I have learned and continue to learn about building wealth in order to help immigrants in a similar position as my parents and myself improve their financial knowledge and facilitate opportunities for growth. Learn more…

Categories

  • Debt and credit (5)
  • Investing (1)
  • Saving and budgeting (5)
  • The first generation experience (2)

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Budgeting Money Money management Saving
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  • Welcome
  • About me
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  • First Gen Stories
  • Schedule a coaching call
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