WHY Do We Specialize in working with YOUNG MINORITY PROFESSIONALS?
Less than 18% of personal financial advisors are people of color.¹
Sadly, underrepresented has also meant underserved in the financial service industry.
We want to change that narrative.
My Personal experiences.
Growing up as a second-generation American, outside of being told to "save more and spend less", conversations around money didn't happen too often. It wasn't until I started my career in finance that I learned how to effectively manage and plan my money.
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As I progressed in my career, many of my friends and family had started coming to me with questions like, "How should I invest my 401k? Should I be investing in bitcoin? How can I buy a home if I don't have any credit?"
Unfortunately, prerequisites like net worth and income at the firms I worked at made it very difficult to effectively help the people closest to me in any kind of official capacity.
It's my mission to work with more people like you.