As a speaker for the community and for millennials, Ricardo is known for his “real talk” approach to personal finance. With over 10 years of experience in the financial industry, he is passionate about sharing his expertise and his own personal stories to address relevant money concerns and provide easy-to-implement solutions. Ricardo creates tailored presentations, and educational materials to teach people how to build sustainable financial lives while motivating them to achieve financial wellness in a non-preachy, and dynamic way.
Have hired us to host workshops, keynotes, lunch and learns, breakout sessions, and trainings focused on promoting employee financial wellness in an effort to improve workforce agility, engagement, and productivity
Have hired us to host private events focused on income maximization, debt reduction, and how to successfully set short-long term financial goals, in an effort to improve employee productivity and retention
Have hired us for fireside chats, workshops, and panel discussions with the goal of educating students on how to manage their personal finances effectively early on, and how to prepare and handle financial distress post graduation from student debt, and getting a new higher-paying job
Have partnered with us to create financial literacy programs for the local community focused on financial basics such as creating a budget, paying off debt, savings, and how to reach tangible goals like buying a home or a car, and financially planning for future life events, like having a baby