Financial Wellbeing for Latino Families
Wealth advisor Alex Ramos leads a discussion, in Spanish and English, on how Latinos and their families can build a solid financial footing.
You have worked hard to acquire assets and create a life for your loved ones – it is only logical to protect those assets.
Learn about easy steps you can take to feel more confident about the future, knowing your loved ones will be taken care of and that the legacy you leave behind is the one you want. The discussion takes place in both Spanish and English on the radio program, "Juntos Podemos/Together We Can."
Planning for your Future Checklist (Eng/Sp.)
About the Presenter
Alex Ramos is Senior Wealth Director for BNY Mellon Wealth Management. Alex provides comprehensive guidance to clients and is responsible for addressing their unique investment and wealth management needs. Alex focuses on newbusiness development, implementing investment solutions for ultra-high net worth clients, and implementation of advisory investment solutions for portfolios of family offices with cross border considerations.
About the Show
"Financial Wellbeing for Latino Families" was presented on Sept. 13, 2021 on Juntos Podemos/Together We Can on La Voz Radio CT, WNHH 103.5 FM.