WHERE a ♀ CERTIFIED FINANCIAL PLANNER™ CAN HELP YOU CREATE A "FINANCIAL LIFE MAP"
"OUR MISSION IS NOT TO IMPRESS YOU, OUR MISSION IS TO INSPIRE YOU TO COMPLETE THE FINANCIAL PLANNING PROCESS CONFIDENTLY WITH US IN YOUR CORNER."
- Olga Espíritu, CFP®, Founder
Your journey is unique, we're here to help you write the next chapters of your financial life.
what is a cfp®?
A CERTIFIED FINANCIAL PLANNER™ (CFP®)
is a highly regarded financial professional that:
- has been rigorously vetted
- is formally educated
- and has years of hands-on experience
A CFP® is a FIDUCIARY, meaning she has an obligation to offer advice that's in your best interest, not advice based on a sale or commission.
Video
evtv Interview
Miami's EVTV Interviews Founder, Olga Espiritu on "Chic Y Mucho Más" about the impact of women entrepreneurs & how important it is for every woman to take her financial life "by the horns."
TVV Interview
Karen Martello & Veronica Raskin of TVVenezuela Network’s “La Buena Onda,” Interview Founder, Olga Espiritu, CFP®, on who she is, her history and the future of the firm.
A Fiduciary Financial Planning Boutique for Women, By Women
Women's Financial Empowerment "Gal Time" Events
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CA, CO, CT, DE, FL, GA, NC, NJ, NY, PA & TX.
