Understanding the Role of a Financial Planner and What It Means For You | HDM 344

Tired of believing financial planning is only for the wealthy? In this episode, you’ll learn how everyone can have access and benefit from a professional financial planner. And that wealth building? It doesn’t have to wait anymore. 

Would you like to learn how to invest and save more money to help your long-term financial planning? Of course, we all do. 

All of this is possible, but only if you learn it from an expert who can guide you to make the most of your money. Understanding what role a financial planner has is key in this. Building wealth is not difficult; you just need to find and follow some good guidance.

Nestor Vargas is such an example to follow. He is a Certified Financial Planner and owner of the financial planning firm Green Mountain Planning. He has been committed to providing the necessary resources for the Latino community to get more involved with improving their finances by using the stock market.

What you’ll learn about in today’s episode:

  • Understanding what a fiduciary is and how it can be beneficial for you.
  • Learn about the role of a financial planner and how it can be affordable for you.
  • The percentage of Latinos in the United States that are using the stock market to create wealth.

You can also watch or listen on YouTube!

Resources from this episode:

Connect with Nestor: @LatinoMoneyMan

My interview on Nestor’s podcast: https://greencardstogreenbacks.com/ Title is Budgeting Resources for a Financially Healthier Latinx Life

Related Her Dinero Matters episodes you may enjoy:

#16 – Three Phases In Choosing a Financial Planner

#183 – How to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista


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The post, Understanding the Role of a Financial Planner and What It Means For You | HDM 344 appeared first on the Her Dinero Matters Podcast.

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2 Responses to Understanding the Role of a Financial Planner and What It Means For You | HDM 344

  1. Gladys March 16, 2023 at 8:27 pm #

    Wow! I guess it’s my 1st time reading the Her Dinero Matters Newsletter Email and following the link for the Shownotes. Thank you for all of that hardwork of putting it together and adding episodes that are of similar content. There is so much information all around, there is no way to be ignorant on finances.

    • Jen Hemphill March 17, 2023 at 2:39 pm #

      You are most welcome Gladys! Thanks for checking them out. I am glad you found it helpful!

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