Helping first-gen professionals navigate money and career
Speaking Engagements and Event Hosting
Is your university, employer, conference, or producer looking for a financial educator who can speak to navigating money and career as a first-generation professional? Traditional financial advice painfully alienates the 5.3 million early-career, upwardly-mobile children of immigrants and working-class families in the United States today. First-gen professionals have new, American money to spend and intergenerational, immigrant expectations to fulfill.
I customize personal finance conversations and workshops so that they serve first-generation professionals. Past clients include Yale University, Sony Music Entertainment, J.P. Morgan Wealth Management, #WeAllGrowLatina, and QuestBridge. Media appearances include CNBC, Money Magazine, Univision, the V Interesting with V Spehar podcast, and the Exactly Amara podcast.
Sample topics include “First-Gen Budgeting,” “Designing a Values-Based Financial Life,” and “Redefining Generational Wealth to Fit Your First-Gen Story and Vision.”
Brand Partnerships
My audience of 96,000+ followers on Instagram and 37,000+ on TikTok consists of early-career, upwardly-mobile young professionals who identify as first-generation immigrants, students, and professionals based in the United States.
My audience is especially interested in products that help them navigate money, career, and lifestyle.
Personal Finance Coaching
In addition to creating free educational content on Instagram and TikTok, I provide private and totally personalized coaching sessions to individuals to take them from feeling lost, overwhelmed, or insecure about their money to being confident about their finances.
I provide my students with customized lessons and tailored support to prepare them for their next big financial step. Sample topics include understanding your corporate compensation, creating financial goals, setting up sustainable budgets and banking systems, developing debt repayment strategies, building or elevating credit, and saving and investing, for long-term stability, flexibility, and wealth.
Read more about my 1:1 coaching services below.
1:1 Coaching Services 👩🏻💻
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Power Hour
A 90-minute session for new clients where we cover 1-2 major financial topics so you may confidently take the next, key step in your financial life.
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CLEAR
A multi-session program for new clients where we cover 3 major financial topics so you may confidently maximize your paycheck and benefits.
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Returning Client Check-In
A 1-hour session for returning clients where we check in on past topics or cover 1 new, advanced financial topic, so you may elevate your financial life.