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2005 Profiles In Leadership

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2005 Profiles In Leadership

2005 Profiles In Leadership

The 2005 issue of Profiles in Leadership "A Handbook for Financial Leadership" profiled four successful Latinas in the financial and real estate fields. As Latinas continue to enter institutions of higher education, start small businesses, and rise up the professional ranks, their personal financial management becomes a critical factor to sustaining wealth and, as a cohort, raising the status of Latinas to a whole new income bracket and therefore, influence. The four Latinas that were profiled in this issue represent the "Latina economic force" in California. They shared their insights and some very practical tools you can employ to ensure Latinas are growing the economy and growing their influence.  

In 2007, HOPE caught up with the Latinas profiled in 2005 for an update on what they are working on now. Their updates below are sure to inspire you to embark on your journey to financial success.

Read 2005 Profiles In Leadership.

2005 Profiles In Leadership UpdateCristina Fuentes - read update
Then: Senior Financial Advisor and Certified Financial Planner, Ameriprise Financial
Now: Senior Financial Advisor and Certified Financial Planner, Ameriprise Financial

Julie Stav - read update
Then: Author, Financial Advisor and Speaker
Now: Author, Financial Advisor and Speaker

Irma Rodriguez Vargas
Then: Owner, Tierra Properties and RST & Associates
Now: No update available

Linda Caballero Merritt - read update
Then: President and CEO, San Diego Hispanic Chamber of Commerce
Now: President and CEO, San Diego Hispanic Chamber of Commerce

 
Cristina FuentesCristina Fuentes
Then: Senior Financial Advisor and Certified Financial Planner, Ameriprise Financial
Now: Senior Financial Advisor and Certified Financial Planner, Ameriprise Financial

As one of Ameriprise's most experienced advisors, Cristina Fuentes knows that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals.  Since being profiled in 2005, Cristina has continued to help her clients reach their financial dreams by helping each one develop a strategy tailored to their unique needs and goals. Cristina’s role is to first facilitate the development of a client's financial values, goals and vision. She helps clients to envision what they want financial success to mean both during their lifetime and afterward.  She then helps develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding her clients’ goals, dreams and values, she can help them make financial and investment decisions that align with their values and help achieve their goals.


 

Julie StavJulie Stav
Then: Author, Financial Advisor and Speaker
Now: Author, Financial Advisor and Speaker

Julie Stav has continued to expand her business and share her financial expertise since she was profiled in 2005.   Every day, millions tune in to Julie’s radio show, which is heard coast to coast on Univision, to hear her practical, life-changing financial advice. The magazine she co-founded, Tu Dinero—the first and only Spanish language finance magazine for a US audience—reaches more than 170,000 readers each month and is currently being transformed into a cutting edge digital publication set to debut in 2007. Julie also writes a financial column for Univision Online, is a regular guest on the top rated Spanish-language national morning show, “Despierta America” and contributes financial literacy content for the Univision network news.  

Julie’s passion for empowering Latinos to take control of their finances and create the lives they want comes through in everything she does.  In addition, Julie is a regular contributor to Hispanic & Hispanic Trends Magazines.  Currently, she conducts weekly segments in English on KNX radio.  Julie’s latest book, “The Money in You! Discover your Financial Personality and Live the Millionaire’s Life,” is receiving accolades nationwide and will soon be developed into a PBS special.

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Linda Caballero MerrittLinda Caballero Merritt
Then: President and CEO, San Diego Hispanic Chamber of Commerce
Now: President and CEO, San Diego Hispanic Chamber of Commerce

Linda Caballero-Sotelo is the President and CEO of the nearly 1,000 member-strong San Diego County Hispanic Chamber of Commerce, an organization committed to promoting a favorable business climate for emerging businesses, advance economic development, provide fair and equitable access to the market place, and support education and cultural initiatives for the Greater San Diego Hispanic Community.

With a B.A. and an M.A. in International Business, emphasis in ethnic marketing, Caballero- Sotelo has over 18 years experience in the professional field as a marketing executive for high profile national and international projects. She is fluent in Spanish and has led initiatives and high performing teams in a variety of corporate, public and non-profit settings in both the U.S. and Mexico.

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