Our cultural background and upbringing often shapes how we navigate our lives — including our financial lives. In honor of Hispanic Heritage Month, we’d like to shine a spotlight on several personal finance experts from the Latinx community who...
Our cultural background and upbringing often shapes how we navigate our lives — including our financial lives.
In honor of Hispanic Heritage Month, we’d like to shine a spotlight on several personal finance experts from the Latinx community who are championing for more inclusivity within the financial industry and are doing their part to raise financial literacy in their communities and beyond.
8 Hispanic Personal Finance Influencers to Follow
From podcasters and bloggers to Certified Financial Planners and Accredited Financial Counselors, the money gurus on this list help both English and Spanish speakers alike learn to better their financial lives.
1. Jannese Torres-Rodriguez of Yo Quiero Dinero
Jannese Torres-Rodriguez is a Puerto Rican side hustle queen who runs the podcast “Yo Quiero Dinero.” With the success of her food blog, Delish D’Lites, and other entrepreneurial pursuits, Torres-Rodriguez was able to quit her day job in May 2021 at age 36.
On her podcast, she shares money stories from other Latinas and people of color. She educates and inspires others to gain control of their financial lives, build generational wealth and become financially independent.
2. Jen Hemphill of Her Dinero Matters
Hailing from humble beginnings in Colombia, Jen Hemphill is an Accredited Financial Counselor and author of the book Her Money Matters.
On her podcast, Her Dinero Matters, Hemphill chats with other members of the Latinx community about various personal finance topics from budgeting and goal setting to entrepreneurship and investing. She also discusses matters that specifically affect the Hispanic community, like how to overcome financial barriers as an immigrant and what Latinos need to know about retirement.
3. Luis F. Rosa of On My Way to Wealth
Luis F. Rosa moved to the United States from the Dominican Republic at age 11. Despite not learning much about money at home, Rosa grew up to become a Certified Financial Planner and runs the financial planning firm Build a Better Financial Future.
His podcast, On My Way to Wealth, offers financial tips to busy Gen X-ers — covering topics like buying a home in a hot real estate market and using a health savings account. Investopedia named Rosa among one of the top financial advisers of 2021.
4. Athena Valentine Lent of Money Smart Latina
Athena Valentine Lent has a mission to bring financial education to those in her community. Her blog, Money Smart Latina, strives to do just that. In 2020, Money Smart Latina earned a Plutus Award for Best Personal Finance Content for Underserved Communities.
Valentine Lent is also a public speaker and personal finance writer. She is Slate’s Pay Dirt columnist. Check out her inspirational money quotes on Instagram.
5. Beatriz Acevedo of SUMA Wealth
Beatriz Acevedo is an Emmy-award winning Latina media maven and entrepreneur. Her platform SUMA Wealth (which can be accessed completely in Spanish) is a financial inclusion company that aims to educate and empower the Latinx community.
SUMA features engaging personal finance advice and offers a “dinero toolkit” to help people tackle credit card debt, grow their savings and consider homeownership.
6. Rita-Soledad Fernández Paulino of Wealth Para Todos
Rita-Soledad Fernández Paulino is a former math teacher turned personal finance educator. Her platform, Wealth Para Todos, is dedicated to teaching those in underserved communities how to build wealth.
In addition to sharing financial advice on Instagram, Paulino has a bimonthly newsletter where she discusses money mindsets, financial goal setting and budgeting. She and her husband are on a path to retire before 50, and Paulino is studying to become a Certified Financial Planner.
7. Jully-Alma Taveras of Investing Latina
Born in the Dominican Republic, Jully-Alma Taveras is the woman behind Investing Latina, a platform that encourages others to grow their wealth through investing. She teaches investing workshops and has a YouTube channel where she explores topics such as getting started with investing and saving money with minimalism.
In 2020, Taveras earned a Plutus People’s Choice Award for Investing Latina.
8. Anna N’Jie-Konte of First-Gen Realness
Anna N’Jie-Konte is an Afro-Latina with Puerto Rican and West African roots who aims to help women of color build generational wealth. Her First-Gen Realness podcast explores culture, entrepreneurship and finance.
N’Jie-Konte is also a Certified Financial Planner and founder of Dare to Dream Financial Planning, where she consults with clients virtually. Investopedia named her among one of the top financial advisers of 2021.
Nicole Dow is a senior writer at The Penny Hoarder.
This was originally published on The Penny Hoarder, which helps millions of readers worldwide earn and save money by sharing unique job opportunities, personal stories, freebies and more. The Inc. 5000 ranked The Penny Hoarder as the fastest-growing private media company in the U.S. in 2017.