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Girl Math, the Truth of Women and Finances
Manage episode 437153263 series 2345191
In the latest episode of the FemCity Podcast, FemCity Founder, Violette de Ayala is joined by FemCity Founder Member and Wealth Advisor, Mari Delgado where they dive into the topic of Girl Math, the Truth of Women and Finances. Don't’ miss this.
About Mari // Mari, a CFP® professional and Private Wealth Advisor, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals For America at FIU, to starting her career at the top team at Merrill Lynch, she’s broken down barriers time and time again. Mari brings a decade of experience in Private Wealth Management.
She currently works at Ellevest, a financial advisory firm built by women for women. Her
main focus is to help women in transition: executives with significant wealth tied up in one stock, dealing with divorce or the loss of a partner, receiving an inheritance, navigating an IPO or liquidity event or nearing (or currently in) retirement. Mari helps her clients build financial stability and make an impact with their wealth using personalized, goals-based investment strategies. She currently serves both Spanish- and English-speaking clients nation-wide.
Mari is a big supporter of local organizations like Habitat for Humanity, 100+ Women Who Care, Women's Executive Club of Fort Lauderdale, Coral Gables Woman's Club and the Nicklaus Children’s Hospital. Her hobbies include yoga, running & reading. Her and her husband, Manuel, recently welcomed twin boys!
Connect with Mari! Email: mdelgado@ellevest.com LinkedIn: https://www.linkedin.com/in/mariidelgado/
About FemCity // Join FemCity with a complimentary Community Membership!It’s the perfect way to sample our Membership, attend local events, meet FemCity Founder, Violette de Ayala and see if the FemCity vibe is a good fit for you. And it’s free! You can also learn more about launching a FemCity Chapter in your community. FemCity has been seen in Gilt, Vogue, AP News, Entrepreneur, Forbes, and MarieClaire. Learn why FemCity is more than just a women’s networking group at www.femcity.com and on all social platforms @FemCity. Want to learn about FemCIty? Join us for our free upcoming Get to Know FemCIty event.
About Violette de Ayala // Violette is a Cuban-American serial and social Entrepreneur, Founder of FemCity®, and virtual mentor to over 20,000 women.
Violette has been quoted in Success, Entrepreneur, CNBC, Yahoo Small Business, Business Insider News as a small business expert. You can connect with Violette on IG, FB, LinkedIn at Violette de Ayala.
About Lynn Pelzer // Lynn is the COO of FemCity and has held a chair position on boards, currently part of a DEI board with FemCity, she has been awarded the Rising Star Award and Crystal Executive Award in her previous company. She has been a contributor on podcasts as well as blogs, and has been a speaker in women’s groups on the topics of business. You can connect with Lynn on Facebook or Linkedin @lynnpelzer.
133 episodios
Manage episode 437153263 series 2345191
In the latest episode of the FemCity Podcast, FemCity Founder, Violette de Ayala is joined by FemCity Founder Member and Wealth Advisor, Mari Delgado where they dive into the topic of Girl Math, the Truth of Women and Finances. Don't’ miss this.
About Mari // Mari, a CFP® professional and Private Wealth Advisor, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals For America at FIU, to starting her career at the top team at Merrill Lynch, she’s broken down barriers time and time again. Mari brings a decade of experience in Private Wealth Management.
She currently works at Ellevest, a financial advisory firm built by women for women. Her
main focus is to help women in transition: executives with significant wealth tied up in one stock, dealing with divorce or the loss of a partner, receiving an inheritance, navigating an IPO or liquidity event or nearing (or currently in) retirement. Mari helps her clients build financial stability and make an impact with their wealth using personalized, goals-based investment strategies. She currently serves both Spanish- and English-speaking clients nation-wide.
Mari is a big supporter of local organizations like Habitat for Humanity, 100+ Women Who Care, Women's Executive Club of Fort Lauderdale, Coral Gables Woman's Club and the Nicklaus Children’s Hospital. Her hobbies include yoga, running & reading. Her and her husband, Manuel, recently welcomed twin boys!
Connect with Mari! Email: mdelgado@ellevest.com LinkedIn: https://www.linkedin.com/in/mariidelgado/
About FemCity // Join FemCity with a complimentary Community Membership!It’s the perfect way to sample our Membership, attend local events, meet FemCity Founder, Violette de Ayala and see if the FemCity vibe is a good fit for you. And it’s free! You can also learn more about launching a FemCity Chapter in your community. FemCity has been seen in Gilt, Vogue, AP News, Entrepreneur, Forbes, and MarieClaire. Learn why FemCity is more than just a women’s networking group at www.femcity.com and on all social platforms @FemCity. Want to learn about FemCIty? Join us for our free upcoming Get to Know FemCIty event.
About Violette de Ayala // Violette is a Cuban-American serial and social Entrepreneur, Founder of FemCity®, and virtual mentor to over 20,000 women.
Violette has been quoted in Success, Entrepreneur, CNBC, Yahoo Small Business, Business Insider News as a small business expert. You can connect with Violette on IG, FB, LinkedIn at Violette de Ayala.
About Lynn Pelzer // Lynn is the COO of FemCity and has held a chair position on boards, currently part of a DEI board with FemCity, she has been awarded the Rising Star Award and Crystal Executive Award in her previous company. She has been a contributor on podcasts as well as blogs, and has been a speaker in women’s groups on the topics of business. You can connect with Lynn on Facebook or Linkedin @lynnpelzer.
133 episodios
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