First-Generation Wealth Building with Pamela Capalad, CFP®, AFC®

Weird Finance

In this episode of Weird Finance, Paco talks to Pamela Capalad about the path to becoming a financial planner, building a financial literacy program for kids, the unique struggles first-generation folks have with navigating wealth building, her holistic approach to financial planning and Sea Change, a financial planning service specifically for people of color.

Pamela Capalad (@brunchandbudget) is a Certified Financial Planner™ and Accredited Financial Counselor™ and has been in financial services since 2008. She founded Brunch & Budget to help people who felt ashamed or embarrassed about money have a safe place to make real financial progress. Pam has been featured in the Washington Post, Teen Vogue, Huffington Post, Vice Magazine and was named New York Magazine’s Best financial planner of New York 2019.

This episode also features The Economic Outlook with financial astrologer Susan Gidel. This is a short segment where Susan, our resident economic cosmonaut, does what many humans have done before us for thousands of years: she looks to the stars to try to understand our economic present and predict our financial futures. For more guidance from Susan, sign up for her Red Letter Trading Days newsletter.

A special thanks to the talented and generous Ramsey Yount, for producing, editing, and sound designing this episode. Thank you to my friends, Jenna Parker and Gabe Sena, for lending us their voices. The theme music was written and performed by Andrew Paker, Jenna Parker, and Paco de Leon.

Please enjoy!

See omnystudio.com/listener for privacy information.