A first generation latina next generation woman with long hair and a smile standing in a narrow outdoor walkway, wearing a striped blouse and black wide-leg pants. Business corporate America looks. Finance industry

Hola! Welcome to my corner of the financial world.

I'm Gloria, a first-gen immigrant and proud Mexicana on a mission to rewrite the financial narrative for our comunidad. Growing up, I felt the weight of financial uncertainty firsthand, and it's fueled my passion to make wealth-building accessible and shame-free. As a CERTIFIED FINANCIAL PLANNER™ and a heart for empowering others like me, let's begin honest conversations about dinero that inspire real change and connection.

Let’s work together

Using my financial expertise to empower others.

  • One-on-one sessions where we go deep into a topic of choice for an hour. I will walk you through the foundations of financial education and how to start your path to financial independence. These sessions are led with empathy and understanding.

    Customization can include in-person or virtual preference and Spanish or English language choice.

  • A workshop geared for a group setting where we set the foundation for a bright financial future by breaking down all things personal finance. I provide an intersectional first-generation immigrant, college graduate, working professional, Latina, and female lens on a topic that is taboo in our communities.

    Great for ERG, young professionals, and latino community groups.

    Customization can include in-person or virtual preference and Spanish or English language choice.

    Cost based on size and scope.

  • I tailor topics to your organizations. The engagements center around my expertise, in topics like the below:

    Money Mindset

    Navigating Imposter Syndrome

    The Power of Money

    The Basics of Investing

    The Power of Storytelling

    Customization can include in-person or virtual preference and Spanish or English language choice.

A cobblestone street in San Miguel de Allende, Mexico, during sunset with cars and people walking. The buildings are painted in warm earth tones with wrought-iron details and potted plants. Streetlight shadows are cast on the walls.

Not sure where to start?

You are not alone.

My mission is to guide the first and next-gen to a life filled with abundance, both in wealth and purpose. There should not be any barriers between you and financial fluency; you just haven’t been given the right tools and resources.

If you want to learn more, let’s connect!

YOUR FINANCIAL STORY IS YOURS TO WRITE. Embrace the journey, it’s uniquely yours.

Let’s destigmatize what wealth means to you to create YOUR rich life.