Recognitions:

2025 Indigo Marketing Agency: Rising Influencers for Financial Advisors

2024 InvestmentNewsWomen to Watch: Rising Star Advisor Of The Year

2024 American College of Financial Services: NextGen Financial Services Professional Award

2024 Association of Latino Professionals For America (ALPFA): Rising Star

2024 LA Times: B2B DEIA Visionaries List

In The Media:

Forbes: 3 Ways To Build Wealth

NerdWallet: Managing credit cards when you grew up in a cash only household

Fortune: 

• Millennials accumulating wealth vs other generations

• American Express Gen Z’s favorite credit card

• ​​​​The IRS Rules for Inherited IRA’s

Investopedia: 

• How To Overcome Gender Wage Gap

• How to Save on Road Trips

• Second Chance Banking

CNN: 

• Types of Financial Advisors

• Compare Life Insurance Quotes

• Top Investment Strategies for Beginners

CBS News: 

• The best ways to use home equity to fund retirement

• Ways to lower your mortgage payment right now

US News:

• What to know before becoming a financial advisor

• Can you pay your personal loan with a credit card

• How to Convert to a Roth IRA

Bo Ganking Rates/ Yahoo Finance:

• How I Used My First Paycheck To Set Up My Financial Success

• Frugal habits you can quit if you’ve saved enough

• Ways to build financial literacy in a few hours

• Best alternatives to a 401k retirement plan

• The biggest financial concerns for men vs women

• Key signs you should be more concerned about your finances

• Ways Gen Z can rebuild their savings balances

• Finance pros share their favorite budgeting methods

• Reasons Gen Z is not saving enough & how to catch up

• Biggest Financial Concerns Men vs Women

• Things that are preventing women of all ages from progressing in their career paths

• Simple ways people can go from spenders to savers this year

• Key signs inflation has permanently messed up your wallet

• You’re Right About Your Retirement Savings If …

• Money moves I told my kid to get rich early

• Steps to building emergency fund from scratch

• How much debt does each generation have

• Key signs a financial vision board can help you with money goals

• Reasons never to retire early even if you’re rich

• 7 Things the wealthy worry about

• 5 Ways direct deposit can help your money

Others:

• Mana Financial Life Design Blog: Womens financial empowerment

• Smart Asset: Financial advisor elevator pitch

• The Fintech Times: What role do fintech leaders play in fostering an inclusive working environment

• NASDAQ: Here are 5 moves I told my kid to make to get rich early

• The Muse: How to invest in stocks for beginners

• Travel & Leisure: How much money you need to retire at 40

• Insurify: Gen Z personal finance trends

• Mind Body Green: 6 changes that will impact your credit score according to experts

• Her Agenda: How to be financially smart while budgeting summer fun

• Moneywise: Millennials aren’t having kids because they’re too expensive

• Insurify: Retirees burdened by home insurance inflation

• Newsweek: Are we headed for a recession and how to prepare

• Bustle: 50/30/20 budgeting rule