We empower young adults to gain financial confidence and make better financial choices by working closely with them on designing and implementing a tailored plan that will help them better manage their money, maximize their income and stay accountable. We leverage a lifestyle-focused strategy that is goals-driven, and custom-designed for each individual.
Our commitment is to provide millennials with the right tools, mentorship, and education that will allow them to build sustainable, profitable, and productive financial well-being.
To bring straightforward, simple, accessible, and easy-to-implement financial wellness to millennials
We speak personal finance in simple terms.
We make it digestible and easy-to-understand
Our core is built on transparency and expertise.
We believe in the importance of financial clarity
For millennials, by millennials.
We make financial coaching modern and approachable
With over 10 years of work in the financial industry, Ricardo is a financial wizard and a go-to resource for individuals, couples, and entrepreneurs, nationally. His expertise in personal and business finance, banking and relationship management, has facilitated Ricardo’s efforts in spreading financial literacy throughout his community. Ricardo holds a bachelor’s degree in Finance, and has extensive experience in Public Speaking at local charities, and private events. He is a family man and a dog dad, who is extremely passionate about positively impacting people’s financial lives. When Ricardo is not thinking numbers, you might find him traveling with his wife, Claudia, networking with like-minded entrepreneurs, or training his pups, Peter & Jude.
Claudia is a trilingual, marketing pro and creative mind at large. With over a decade of experience in the world of marketing, developing and managing successful campaigns for global companies in various industries including tech, retail, and hospitality. Claudia lives for strategy, creativity and innovation, and has a knack for design and branding. She’s currently an MBA graduate, and holds a B.S. in Advertising with a minor in Marketing. When Claudia is not storytelling, you will most likely find her hopping on a plane to some exotic land, redesigning interiors, or exploring the latest tech gadgets. She’s an avid traveler, passionate about all things technology, and a highly experienced doggie enthusiast!
Laura is a multifaceted and multicultural communications expert with years of experience in strategic communications, public relations and publicity. She is a skilled writer and is truly passionate about cultivating and maintaining strong relationships. Her PR experience spans across various areas such as technology, consumer products, fashion, beauty, entertainment and more. Laura holds a bachelor’s in Public Relations and a minor in Marketing. When Laura isn’t writing or pitching to press, you will probably find her at an indie concert or a comedy show. She might also be sketching in her studio, or watching Netflix with her cats Poe & Pia.