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The Next Stop is:
Financial Freedom
The 7 train in NYC runs from Queens to Manhattan and is an emblem of hard work, dreams, and resilience for the cultural mosaic onboard. WealthOnThe7 follows in these tracks, providing personal finance content & tools to enable the everyday young professional to demystify personal finance and reach their wealth goals.
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Who am I?
I am a first-generation wealth-builder born in Ecuador and raised in NYC. I graduated from the University of Chicago debt-free with a major in economics and a minor in data science. I now work on Wall Street after having successfully passed the FINRA SIE, Series 7, Series 63, and Series 57 examinations.
Why am I here?
From an early age, I became aware of the need for financial wellness conversations. Even in a small studio-apartment, I saw my parents struggle with high rent in NYC and lean into credit card debt to meet everyday needs. These early experiences have shaped my passion to continue to educate myself and those around me on all things personal finance. Money is personal. I am on a mission to help you better understand your unique relationship with money & feel in control of your finances.
What can we do together?
I hope to share with you personal finance content that is easy to understand and paves the way to reaching your financial goals. Our private sessions will allow me to better understand your unique situation and offer resources to progress through your financial goals. Here are some questions we can answer together:
* How do I start with an emergency fund?
* Where can I open a savings account?
* How do I get started with investing?
* Can I start planning for retirement?
* What budgeting frameworks can work for me?
* How do I crush credit card debt?
WealthOnThe7 meets you where you are to create a safe-space for these questions and more.
Our Services
1
Free Personal Finance Content
Navigate to our 'Blog Posts' section to scan through fun and practical personal finance pieces on investing, credit, budgeting and more.
2
Private Sessions
Book a FREE 20-min consultation above. Come prepared with all your HYSA, budgeting, and retirement account questions.
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