Financial Planning Tips for the Latino Community

When:  Mar 5, 2024 from 15:00 to 16:00 (ET)

The March FPA Latino Knowledge Circle will be held on Tuesday, March 5th at 3 pm ET.

Guest speaker Catalina Franco-Cicero will be presenting, "Financial Planning Tips for the Latino Community."

In the session, Catalina will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.

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.