In this Hispanic Heritage Month Edition episode, Luis speaks with Elizabeth Suárez .
A highly sought-after leadership and negotiation strategist, Elizabeth Suárez is committed to helping professionals and their organizations establish working environments where people are empowered to be skilled leaders and negotiators. After climbing the ranks of corporate America, she spent the last decade creating the impactful and interactive platform Negotiation Unleashed, a coaching, training and facilitation resource for professionals. As a previous corporate executive turned negotiation influencer, she created this platform to guide leaders into thriving decision-makers and strategists.
Elizabeth holds an MBA from The University of Pennsylvania’s Wharton School of Business, and a BS in chemical engineering from Cornell University. She completed the Executive Management Program at the John F. Kennedy School of Government at Harvard University. She is a graduate of the Center for Creative Leadership, National Hispana Leadership Institute (NHLI) and Leadership Denver. She is a certified MBTI practitioner and mediator trained by the Colorado Council of Mediators and the Colorado Bar Association
In this Hispanic Heritage Month Edition episode, Luis is interviewed once again by Emlen Miles-Mattingly, host of the Minority Money Podcast.
Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of Investment News 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador & Host, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.
In this Hispanic Heritage Month Edition episode, Luis speaks with Carlosluis Perez. Carlosluis is a first-generation college graduate. He was born in Washington Heights in NYC, grew up in the Dominican Republic and returned to New York at the age of 15. He is passionate about college access and has spent the last ten years helping students gain admissions to some of the top colleges and universities in the country. Carlosluis started off his college education at the Borough of Manhattan Community College, where he earned an Associates in Business Administration. He then transferred to The City College of New York, where he earned a bachelor’s degree in Psychology while working part time as a College Counselor for recent immigrants.
After completing his undergraduate education, Carlosluis joined the New York University College Advising Corps as he worked on his Master of Social Work at NYU. During the years that followed, Carlosluis worked his way up to becoming a Director of College Counseling at a high school in the South Bronx. Carlosluis transitioned to KIPP NYC College Prep three years ago, where he works as a College Counselor. In addition, Carlosluis is currently pursuing a EDD in Higher Education Administration and Student Affairs at New York University. When he is not advocating for his students, Carlosluis is traveling the world, exploring NYC, or trying out a new restaurant.
In this Hispanic Heritage Edition episode, Luis speaks with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. Her career started as a reporter at the Santa Fe New Mexican before she took a job as an editor in an outdoor industry trade magazine in Colorado. She’s currently the senior editor for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning, the FPA Next Generation Planner and Practice Management Blog. Ana serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. She is a member of the nation’s first Latina sorority, Lambda Theta Alpha, the Association of Latino Professionals for America, and the American Copy Editors Society. She lives in Wheat Ridge, Colorado with her husband Jamie Limon, and their two dogs Zena and Baloo.
In this Hispanic Heritage Month Edition episode, Luis speaks with Crystal Sunbury. Crystal is a Certified Public Accountant and Senior Manager in the Las Vegas office of RSM US. She spent the first four years of her career at a Big Four accounting firm, where she served public and private commercial real estate companies and manufacturing clients. Crystal devotes a majority of her time serving clients in the real estate and construction industry with clients ranging in size from $10 million to over $1 billion in annual revenues.
In this Hispanic Heritage Edition episode, Luis speaks with Peter Guzman. Peter is an accomplished Small Business Owner, Real Estate Investor and Developer. Peter is the current President of the Latin Chamber of Commerce. The LCC is the most powerful Hispanic Chamber in Nevada with over 45 years of community work and business representation.
In this episode, Luis talks about situations when you need a financial planner, the different types of advisor compensation, and questions to ask a financial planner before you hire them.
In this episode, Luis talks about mortgage forbearance options and the main thing you should do if you take advantage of a mortgage forbearance option.
In this episode, Luis talks about the different types of identity theft protection services, what they include, and what to ask in order to see which of these services is right for you.
In this episode, Luis talks about the key differences between debt consolidation and debt settlement, and how to understand them before you make a decision because their difference can make all the difference.
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