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In this episode, Maribel Francisco, founder of Our Wealth Matters, shares her expertise in empowering immigrant communities through financial education and coaching. Maribel dives deep into the financial challenges faced by ITIN holders and undocumented individuals, sharing tips on building credit, growing savings, and investing for long-term wealth.
She explains the protections of IRS code 6103, which safeguards ITIN holders’ information, and recommends top financial institutions like Fidelity, Charles Schwab, and TD Ameritrade for their ITIN-friendly services. Maribel also emphasizes the importance of high-yield savings accounts and highlights platforms like Bask Bank for securing emergency funds.
Drawing from her own first gen journey , Maribel shares the need for financial literacy, especially within immigrant and Latinx communities, and how understanding the rules of the U.S. financial system lead to financial freedom.
Tune in to learn how to overcome financial barriers, take small but meaningful steps toward wealth, and build a financial legacy for future generations.
Maribel, is founder of @OurWealthMatters AKA Your Favorite Immigrant-Money Coach. She is the daughter of Mexican, indigenous, immigrants. She leverages her first-hand life experience, bilingual capabilities, & knowledge in taxes and corporate finance, to serve USA-based immigrants – because she believes more immigrants need to know they can legally earn, save, and invest their money while in the USA - irrelevant of their immigration status.
She has been featured in The New York Times, Univision, & NerdWallet.
Website: www.ourwealthmatters.com/freebie
Instagram: @OurWealthMatters
Tiktok: @OurWealthMatters
4.9
2929 ratings
In this episode, Maribel Francisco, founder of Our Wealth Matters, shares her expertise in empowering immigrant communities through financial education and coaching. Maribel dives deep into the financial challenges faced by ITIN holders and undocumented individuals, sharing tips on building credit, growing savings, and investing for long-term wealth.
She explains the protections of IRS code 6103, which safeguards ITIN holders’ information, and recommends top financial institutions like Fidelity, Charles Schwab, and TD Ameritrade for their ITIN-friendly services. Maribel also emphasizes the importance of high-yield savings accounts and highlights platforms like Bask Bank for securing emergency funds.
Drawing from her own first gen journey , Maribel shares the need for financial literacy, especially within immigrant and Latinx communities, and how understanding the rules of the U.S. financial system lead to financial freedom.
Tune in to learn how to overcome financial barriers, take small but meaningful steps toward wealth, and build a financial legacy for future generations.
Maribel, is founder of @OurWealthMatters AKA Your Favorite Immigrant-Money Coach. She is the daughter of Mexican, indigenous, immigrants. She leverages her first-hand life experience, bilingual capabilities, & knowledge in taxes and corporate finance, to serve USA-based immigrants – because she believes more immigrants need to know they can legally earn, save, and invest their money while in the USA - irrelevant of their immigration status.
She has been featured in The New York Times, Univision, & NerdWallet.
Website: www.ourwealthmatters.com/freebie
Instagram: @OurWealthMatters
Tiktok: @OurWealthMatters
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