Helping the Latino community find financial security through wealth-building and retirement strategies.
There will be no familia left behind.
HOLA, I’M
Like many of us, I am a Latina of many firsts.
A first-gen daughter of immigrants.
A first-gen college graduate.
A first-gen author.
A first-gen investor.
I graduated with honors from DePaul University with an MBA in Real Estate Finance and Investments and a BA in Business Administration. I am a Commercial Real Estate Enterprise Market Planner at a Global Real Estate and Investment Management firm headquartered in Chicago. I have been honored with receiving several recognitions for my work in the community. These include a recognition by Negocios Now: Who’s Who in Hispanic Chicago, a Workforce Impact award by Prospanica, and several recognitions for her commitment and leadership as Director of Education for Prospanica’s Summer Enrichment Program.
Additionally, I am the proud founder of Latinas Who Trade and Latinas Who Invest! Both platforms were created to provide financial literacy education and resources to our community who are interested in learning about building generational wealth, investing, proper retirement planning, and proper protection. I am also passionate about teaching financial literacy to teens and college students.
I am on a mission to be the first multi-millionaire in my family and I want to help you be a millionaire too!
SERVICES
Designed with the Latina in mind.
Debt Management
Whether it’s credit card debt or a student or car loan, we’ll show you how to get to zero balance.
Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.
College Funding
College gets more expensive every year. We’ll help you plan and save for your children’s future.
Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family.
Tax Planning
Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15th.
Speaker + Educator
From, budgeting and saving strategies to investment tips and career advice, we have the knowledge and expertise to help you at your next event.
AUTHORED BOOKS
Today’s Inspired Latina, Vol. 9
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Today’s Inspired Latina Vol IX is a book of inspiration and hope, a poignant collection of personal stories that will activate your passion. These are success stories that need to be told, to motivate our community and generations to come. By overcoming language barriers, self-doubts and other obstacles in their way, these strong Latinas are a great example of how inspiration and perseverance can lead you to happiness and success in business and life.
It’s a positive, empowering read for anyone sitting on a dream and thinking it can’t come true. Today’s Inspired Latina shows that it can!
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English: Life Stories of Success in the Face of Adversity
Spanish: Historias de Superación Personal Ante la Adversidad
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Paperback
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English: $25.00
Spanish: $19.97
*Every book is autographed by Yoly!
Latina’s in Real Estate, Vol. 2
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The Amazon best-selling book, Latinas in Real Estate is back by popular demand with its inspiring Volume II that brings together the stories of successful Latinas who have overcome adversity and achieved success through hard work, dedication, and a passion for real estate.
Join this group of unstoppable ladies as they share their powerful tales of persistence and triumph. Learn from their experiences, wisdom and hard-won lessons as they conquer personal challenges and seal high-stake deals. Latinas in Real Estate is the perfect read for anyone who is ready to take the next step in their real estate journey and turn their dreams into reality.
It’s a positive, empowering read for anyone sitting on a dream and thinking it can’t come true. Today’s Inspired Latina shows that it can!
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English
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Paperback
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To be announced
Coming Soon
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The idea behind this book is to provide financial literacy education and resources to our community who are interested in learning about building generational wealth, investing, proper retirement planning, and proper protection. I am passionate about teaching financial literacy to all ages, from teens and college students to seasoned professionals.
It is never too late to begin planning your financial future, whatever that looks like for you!
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English
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Paperback
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To be announced
WHAT FELLOW LATINAS HAVE TO SAY
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“Yoly helped me to realize that even though I am in my mid 30s, it's not too late to invest and plan for my retirement. I had previously felt like I had missed my opportunity, but Yoly's guidance and strategy have given me renewed hope in achieving my goals. Thank you, Yoly!"
Yovana Rosales
Service Provided: Financial Coaching & Planning
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"As a first generation American I always felt the burden of trying to figure things out all on my own. Meeting Yoly has been eye opening and life changing. Knowledge is power and I am grateful that I have the opportunity to create generational change in my family and in society."
Maggie Antillon
Service Provided: Financial Coaching & Planning
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"Yoly came at a time when I was seeking financial structure and knowledge of how to set my finances for success. She was always transparent, patient, and very empathetic while teaching me a process I knew very little about. Thanks to Yoly, I am now better at looking and planning for my future"
Andrea Velez
Service Provided: Financial & Retirement Planning
MY FAVORITE FINANCIAL QUOTES
“The single biggest difference between financial success and financial failure is how well you manage your money.
— T. Harv Eker, Author, Businessman, and Motivational Speaker
“It’s simple: to master money, you must manage money.”
— Orrin Woodward, Author
“Financial literacy is the ability to make informed judgments and to make effective decisions regarding the use and management of money.”
— National Foundation for Educational Research
BOOK YOUR FREE CONSULTATION
It all begins with a vision. Maybe you want to retire early. Maybe you want to eliminate your debt. Or maybe you want to have me visit your community to speak and educate. Whatever it is, the way you plan for your financial future matters. Tell me what your vision is so we can start planning.
