Our cultural background and upbringing often shape how we approach our lives – including our financial lives.
In honor of Hispanic Heritage Month, we’d like to highlight the many personal finance experts from the Latinx community who advocate for greater inclusion in the financial industry and are doing their part to raise the bar for financial literacy in their communities and beyond.
8 Hispanic Influencers You Should Follow
From podcasters and bloggers to certified financial planners and certified financial advisors, the money experts on this list help English and Spanish speakers alike learn to improve their financial lives.
1. Jannese Torres-Rodriguez of I Want Money
Jannese Torres-Rodriguez is a Puerto Rican rowdy queen who runs the podcast “Yo Quiero Dinero”. With the success of her food blog, Delish D’Lites, and other businesses, Torres-Rodriguez was able to quit her day job in May 2021 at the age of 36.
On her podcast, she shares money stories from other Latinas and people of color. It educates and inspires others to take control of their financial lives, build wealth for generations and gain financial independence.
2. Jane Hemphill from her Deniro matters
From humble beginnings in Columbia, Jane Hemphill is a certified financial advisor and author of Her Money Matters.
On her podcast, Her Dinero Matters, Hemphill talks with other members of the Latinx community on various personal finance topics from budgeting and goal setting to entrepreneurship and investing. It also discusses matters that particularly affect Hispanic society, such as how to overcome financial barriers as an immigrant and what Latinos need to know about retirement.
3. Louis F. Rosa from “On My Way to Wealth”
Louis F. moved. Rosa came to the United States from the Dominican Republic at the age of eleven. Despite not learning much about money at home, Rosa grew up to be a certified financial planner and runs financial planning firm Build a Better Financial Future.
His podcast, On My Way to Wealth, offers financial advice for busy Gen Xers — covering topics like buying a home in a hot real estate market and using a health savings account. Investopedia has named Rosa a Senior Financial Advisor for the year 2021.
4. Athena Valentine Lent from Money Smart Latina
Athena Valentine Lent has a mission to provide financial education to those in her community. Her blog, Money Smart Latina, strives to do just that. In 2020, Money Smart Latina won the Plutus Award for Best Personal Finance Content for Underserved Communities.
Valentine Lint is also a public speaker and personal financial writer. She is a columnist for Slate’s Pay Dirt. Check out her inspiring financial quotes on Instagram.
5. Beatriz Acevedo from SUMA Wealth
Beatrice Acevedo is an Emmy Award-winning Latino media expert and entrepreneur. Its platform SUMA Wealth (which can be accessed entirely in Spanish) is a financial inclusion company that aims to educate and empower the Latinx community.
SUMA features attractive personal finance advice and offers a “dinero toolkit” to help people tackle credit card debt, grow their savings, and consider home ownership.
6. Rita Soledad Fernandez Paulino from Wealth Para Todos
Rita Soledad Fernandez Paulino is a former math teacher turned personal finance educator. Its 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 bi-monthly newsletter where she discusses financial mindsets and setting financial and budget goals. She and her husband are on their way to retire before age 50, and Paulino is studying to become a certified financial planner.
7. Julie-Alma Taveras from Investing Latina
Born in the Dominican Republic, Jully-Alma Taveras is the woman behind Investing Latina, a platform that encourages others to grow their fortunes through investing. She teaches investing workshops and has a YouTube channel where she explores topics like getting started with investing and saving money with the bottom line.
In 2020, Taveras received the Plutus People’s Choice Award for his Latina investment.
8. Anna Njie Konte from the first generation of reality
Anna N’Jie-Konte is an Afro-Latin who has Puerto Rican and West African roots and aims to help women of color build a fortune for generations. Her first-generation 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 ranked her among the Best Financial Advisors of 2021.
Nicole Dow is a senior writer for The Penny Hoarder.