Rodrigo Acuna WINS by Helping Hispanic Millennials Build Wealth

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Bridging the Financial Gap: Rodrigo Acuna on Empowering Latino Communities
In this episode, host Carrie Richardson sits down with Rodrigo Acuna, co-founder of IM Financial, to discuss his journey from Mexico City to the United States, and his passion for empowering Latino communities through financial literacy and inclusion.
Rodrigo shares his experiences in investment banking, consulting, and fintech, highlighting the challenges and opportunities in providing financial services to underserved communities. This insightful conversation covers the importance of education, the impact of mentorship, and the innovative strategies Rodrigo and his team are implementing to bridge the financial gap for Latinos.

Episode Highlights

• Rodrigo’s Background: Growing up in Mexico City, studying economics, and early career in investment banking.
• Career Transition: Moving to the US, working for McKinsey, and navigating the challenges of consulting.
• Financial Literacy Initiatives: Rodrigo’s involvement in teaching financial literacy to disenfranchised communities and school children.
• IM Financial’s Mission: Addressing the financial needs of underserved Latino communities through innovative products and partnerships.
• Personal Stories: Rodrigo’s experiences with financial challenges as an immigrant and his passion for teaching and mentoring.
• Future Goals: Plans for launching IM Financial’s marketplace to provide accessible financial services and education.

Guest Information

Rodrigo Acuna

• Position: Co-founder of IM Financial
• LinkedIn: Rodrigo Acuna
• Twitter: @RodrigoAcuna

Links and Resources Mentioned

• IM Financial: im.financial
• McKinsey & Company: mckinsey.com
• NYU Stern School of Business: stern.nyu.edu
• Morgan Stanley: morganstanley.com

Carrie Richardson and Ian Richardson host the WIN Podcast - What's Important Now?
Serial entrepreneurs, life partners and business partners, they have successfully exited from multiple businesses (IT, call center, real estate, marketing) and they help other business owners create their own versions of success.
Ian is certified in Eagle Center For Leadership Making A Difference, Paterson StratOp, and LifePlan.
Carrie has helped create and execute successful outbound sales strategies for over 1200 technology-focused businesses including MSPs, manufacturers, distributors and SaaS firms.
Learn more at www.foxcrowgroup.com

Book time with either of them here: https://randr.consulting/connect
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