Elaine

FINANCIAL PLANNING EXPERT

She has advised families around the globe for over 18 years focused on empowering their human and financial capital. With an MBA from Thunderbird (#1FT), a BBA International Management and a postgraduate studies in Family Therapy from Bowen Center for the Study of the Family in Georgetown. Her vast experience as VP, Director and Partner in the financial industry include: WE Family Offices, Bessemer Trust ($75B), Gibraltar Private, Royal Bank of Scotland-Coutts LATAM, and Citigroup Salomon Smith Barney ($13B).

SPEAKER

Her career has taken her to Austria, Brazil, Canada, Ecuador, Japan, Mexico, Peru and throughout United States. Elaine is frequently invited as a key note speaker at national and international events. Her workshops are filled with practical financial strategies for the entire family. She is the financial expert in many international media outlets, often invited and quoted by radio, television for her uniqueness, philosophy and strategies in the area of personal finance and family finances. Elaine is a columnist for economy related magazines in Peru, Colombia and US.

AUTHOR

Elaine is the author of the international bestselling book “La Familia y El Dinero Hecho Facil” winner of Best Latino Award (Penguin Random House 2013). She also wrote the first book in Latin America to teach children about the value of planning; “Saltarin y las cuatro palabras clave para una familia unida” (Santillana 2014). And as a proud immigrant, she also dedicated in 2014 her book “ Tu Plan de Vida USA (Penquin Random) to the Hispanic Community. Her first book “Family and Money Matters Next Gen” in 2010 was dedicated to H.S. students also won de Best Book Awards.*

SOCIAL CATALYST

Elaine is the founder of “Instituto La Familia y El Dinero (IFAYDI)” a pioneer organization offering proven education programs to latin american families of all demographics. As a Certified Financial Planner™ practitioner, she is the Ambassador for the National Board in Washington D.C. She is also a certified divorce financial analyst (CDFA™) and a Board Member of the Estate Planning Council of Greater Miami and of the Financial Planning Association of Florida. Elaine mentors children and supports CIMA, a home for abandoned children in Peru.

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