FPA Latino Knowledge Circle: Financial Planning Tips for the Latino Community
Includes a Live Web Event on 03/05/2024 at 1:00 PM (MST)
In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.
Catalina Franco-Cicero, MS, CFP®, CTS™
Catalina Franco-Cicero, MS, CFP®, CTS™ serves as a Wealth Advisor. In this role, Catalina focuses on co-creating possibilities along with her clients by matching their values with their financial goals. This is done by implementing an efficient way to accomplish their goals in collaboration with their other professional advisors. Her day-to-day responsibilities include client relationship management, financial plan design, advisory of retirement plans – 401ks – for small businesses, and delivery of financial wellness education programming to their employees. In addition, she also serves as a mentor for the next generation advisors on the team.