Financial literacy is a crucial life skill that every person should have but is often overlooked. Many are not taught financial skills and Latinos traditionally are reluctant to discuss money matters.

Many of the Latina financial experts featured below all share similar origin stories of struggling with financial literacy and seeing their families struggle with money growing up. These Latinas turned their narratives around by becoming money savvy and breaking out of the limiting beliefs about Latinos and money that held them back before. 

Becoming financially aware and making conscious choices when it comes to spending and saving can make a huge difference for you and your family. This can mean saving enough for college funds, paying off student loans and credit card debt, and even retiring early!

These six Latina financial experts have the tips to help you succeed and become a money savvy woman too. Check out their stories and follow them on social media to reap the benefits of their knowledge and see those savings grow! 

6 Latina financial experts you should follow to improve your money smarts! 

Jully-Alma Taveras, creator of Investing Latinas. (Photo via Instagram)

Jully-Alma Taveras

Jully-Alma Taveras is the woman behind Investing Latina, a platform that encourages and supports other Latinas to grow their wealth and improve their financial smarts. The Plutus Award-winning bilingual personal finance expert shares money stories on her YouTube channel from the lens of a Dominican Republic-born immigrant living in New York that went from being a shopaholic to a smart spender and diligent investor. Her money philosophies have inspired thousands of women to live minimally and spend intentionally, so that they can invest more.

She has taught over 7,000 people how to invest through her investing workshops and shares money tips to her 42k+ followers on Instagram to help Latinas become more finance savvy.

Follow Jully-Alma on Instagram to learn more about investing strategies!


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Jannese Torres-Rodriguez, creator of “Yo Quiero Dinero” podcast. (Photo source)

Jannese Torres-Rodriguez

Jannese Torres-Rodriguez, is a Latina thought leader, speaker, and content creator in the personal finance space. She became an accidental entrepreneur after a job loss led her to create a successful Latin food blog, Delish D’Lites

She also runs the podcast “Yo Quiero Dinero”, is a nationally acclaimed, award winning personal finance podcast that is listened to in over 130 countries. On her podcast and various platforms, Jannese helps to educate marginalized communities on topics such as financial literacy, investing, entrepreneurship, and building generational wealth. 

Through her own experiences, Jannese knows what it’s like to be overwhelmed by debt and disillusioned with traditional employment. This is why she has made it her mission to help others find financial freedom like she did. 

“My side hustles helped me pay off over $39,000 of student loans in 17 months, build generational wealth, walk away from traditional 9-5 employment decades early. I quit my job in 2021 after turning my side hustles into my main hustle!” she says. 

Today, she helps her clients and listeners build successful online businesses that allow them to pursue financial independence and freedom.

Follow Jannese on social media and check out her podcast as well to learn more financial tips and tricks! 


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A post shared by Jannese Torres-Rodriguez (@yoquierodineropodcast)

Katia Chesnok, creator of Economikat. (photo source)

Katia Chesnok

Katia is a nationally recognized money and business expert, financial educator, entrepreneur, founder, and content creator of Economikat. She created her educational platform to provide Latinas and women of color with the necessary tools to start building wealth and succeeded in their businesses and finances.

Katia created her brand after working in corporate finance and noticing the low percentage of women, especially Latinas and WOC, within the field. At the time, Katia was living paycheck to paycheck and consumed by debt. She recalls how she worked in corporate finance but had never learned personal finance in school. She had no idea how important it was to start investing early, have an emergency fund, and more. After going on her own personal finance journey and learning everything she could to turn her finances around, now she shares her knowledge with other Latinas and WOC. 

“We all deserve to be wealthy. Women deserve to be wealthy. Women of color deserve to be wealthy. As a Latina and WOC myself, I also think that the Latinx, Black, and communities of color need access to financial literacy and entrepreneurship tools in order to build wealth for them and for the generations to come. My mission is that you learn something valuable, that guides you on your unique wealth-building journey.”

Follow Katia on Instagram and embark on your own wealth-building journey. 


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Yanely Espinal, creator of MissBeHelpful. (Photo source)

Yanely Espinal

Yanely was born and raised in Brooklyn, New York and is one of the first in her family to graduate college. Still, despite two decades of school, she never had a class about making smart money decisions. Now, she’s on a mission to help young people learn about personal finance in a fun and engaging way through her platform MissBeHelpful

On her YouTube channel and social media she harnesses her teaching degree to teach followers about budgeting strategies, managing credit, saving and investing for retirement and more. 

From her own experiences, Yanely understands the challenges of first-generation immigrants and their children. For many Latinos and Hispanics, money matters are sensitive topics that are rarely discussed. Now, Yanely wants to help immigrants and their children build wealth and break the cultural beliefs and fears about money. 

Follow Yanely on social media to become part of the MissBeHelpful community and learn how to better manage your own finances. 


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Rita-Soledad Fernández Paulino, creator of Wealth Para Todos. (Photo source)

Rita-Soledad Fernández Paulino

Rita-Soledad Fernández Paulino is a former math teacher turned personal finance educator. In March of 2019, she started to develop her financial literacy by reading books, listening to podcasts, and watching YouTube videos while on sick leave from work. 

Soon after she created a small start-up called the “Puro Party Paulinos” aka her family of four. Within 19 months in her new role, Soledad used zero-based budgeting to pay off about $23k in student loan debt, saved a 6-month emergency fund, maxed out IRAs for her husband and herself, maxed out her husband’s 401k account, and created an early retirement plan.

Now shares her money saving tips, financial strategies, and more on her platform Wealth Para Todos, where she helps educate marginalized groups improve their financial literacy. She also offers one-on-one coaching and helps build financial plans so that anyone can become “work optional.” 

“Wealth Para Todos is here to remove barriers to financial security for BIPOC, womxn, and  LGBTQ+ folk through financial education,” she says. 

Follow Soledad on social media to start breaking those barriers!  


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A post shared by Soledad | Financial Educator (@wealthparatodos)

Delyanne Barros, creator of Delyanne the Money Coach. (Photo source)

Delyanne Barros

Delyanne Barros is a former attorney and first-generation immigrant. Before becoming a money coach and law editor, she represented undocumented immigrants, workers and women experiencing sexual harassment.

Meanwhile, she was living paycheck to paycheck, because like many millennials, she had a large amount of student loan debt. Through her struggles, she noticed that many people did not talk about financial hardships, especially living in expensive New York City. 

“Growing up poor and as a Brazilian-born immigrant, I believed that money was something extremely difficult to earn, manage, and grow. Thankfully, I got over that and started educating myself about financial independence and how I could become free from all the trappings of corporate life,” she says.

Now, she focuses on helping people learn how to invest their money wisely and build wealth. 

“Today, I’m debt-free and on track to retire by the time I’m 45. I quit my 14-year career as an employment attorney to run Delyanne the Money Coach LLC, a multi-six figure business.”

On her Instagram @delyannethemoneycoach she teaches “investors how to Slay the Stock Market™” and shares money tips and strategies. She is also the host of the CNN podcast, “Diversifying.”

Follow Delyanne on social media to learn how you too can “Slay the Stock Market™” and build better money habits. 


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Do you have a money saving plan? Are you ready to improve your financial literacy and become financially secure? Share your journey with us, and don’t forget to follow these Latina financial experts for more money savvy tips!

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  • Victoria Arena

    Victoria Arena is a writer and student, passionate about writing, literature, and women's studies. She is bilingual, fluent in both English and Spanish. She holds an Associates in Fine Arts for Creative Writing, and a Bachelor's in English Literature from Montclair State University.

By Victoria Arena

Victoria Arena is a writer and student, passionate about writing, literature, and women's studies. She is bilingual, fluent in both English and Spanish. She holds an Associates in Fine Arts for Creative Writing, and a Bachelor's in English Literature from Montclair State University.

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