Top financial advisors working with Hispanic, Latino, and Latinx clients
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you identify as Hispanic, Latino, or Latinx and want financial advice that respects your cultural values and unique financial goals, these advisors can help. The biggest mistake is working with someone who doesn't understand how cultural factors influence your financial decisions.
- Cultural understanding. Look for advisors who recognize how family dynamics and community ties affect your financial priorities.
- Language accessibility. Confirm if they offer services in Spanish or other preferred languages to ensure clear communication.
- Community-specific resources. Ask if they connect you with financial tools and programs tailored to Hispanic/Latino/Latinx communities.
- Experience with diverse financial situations. Check how they handle challenges common in Hispanic/Latino/Latinx households, like remittances or multigenerational support.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gerardo G
CFP®
Vista, CA
Confianza Wealth Management
Gerardo Garcia Jr. specializes in serving Hispanic/Latino/Latinx clients, particularly millennial first-generation wealth builders, offering culturally informed financial planning with a flat-fee structure and CFP® certification. Based in Vista, CA, he focuses on business ownership, tax strategies, and retirement plans for small business owners, differentiating himself through personal experience and a mission to empower families like his own.
Experience: 3 years
Avg account: $49,400
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Deyka C
Series 66
Johns Creek, GA
Cetera
Deyka Charneco specializes in serving Hispanic/Latino/Latinx clients, offering expertise in retirement income strategies and business ownership considerations, which suits those seeking culturally aware financial planning in the US. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse investment solutions and a structured fee program up to 1.35% annually, distinguishing her from advisors at smaller firms or with less comprehensive resources.
Experience: 3 years
Avg account: $306,089
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Martha F
Series 66
Muskegon, MI
Merrill
Martha Fohlbrook specializes in serving Hispanic/Latino/Latinx clients in the US, offering expertise in wealth management, retirement income strategy, and college savings plans. She works at Merrill, a large firm, and provides bilingual services in English and Spanish, which supports clear communication and cultural understanding. With four years of industry experience and active community involvement, she brings a collaborative approach to family wealth and legacy planning, distinguishing her from other advisors.
Experience: 4 years
Avg account: $860,085
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Denisse A
Series 66
Lemon Grove, CA
Pacific Canyon Investments
Denisse Arebalo specializes in serving Hispanic/Latino/Latinx clients, offering culturally aware financial advice that respects unique community values. With seven years of experience and a Series 66 designation, she provides flat-fee consulting based on household income and independent advice from Pacific Canyon Investments, which emphasizes innovative and value-based investment strategies, including options and ESG investing, setting her apart from others in the US market.
Experience: 7 years
Avg account: $188,161
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William F
Series 63, Series 66
Indianapolis, IN
J.P. Morgan Securities
William Fuentes Torres is well-equipped to support Hispanic, Latino, and Latinx clients in the US with his bilingual fluency in English and Spanish and expertise in retirement income strategy and family business planning. Based in Indianapolis and affiliated with the large firm J.P. Morgan Securities, he offers a 0.30% annual AUM fee and focuses on young families and parents, providing a culturally attuned approach alongside solid experience in education and income planning.
Experience: 6 years
Avg account: $318,381
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