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Uziel is a first-generation college graduate. He was born and raised in San Fernando, California, where his parents migrated after leaving their native country, Mexico. Uziel's dad is a construction worker, and his mom is a homemaker. Growing up in a low-income household, Uziel explored careers where he could serve as a resource to empower his family and community.
Uziel graduated from California State University, Northridge, with a bachelor's degree in Financial Planning. He's currently completing a Financial Planning Residency at a fee-only RIA firm. Uziel is passionate about helping people navigate their financial journeys to help them reach their goals. Uziel also volunteers in the BLX internship program to promote diversity and inclusion. The BLX internship program helps place aspiring Black and Latinx financial planners with meaningful internships in fee-only RIA firms.
Notes:
In this episode Luis and Uziel discuss:
Resources:
Uziel's LinkedIn
Uziel's Twitter
Download the 3 Fundamental "Money Moves" to Make Before Turning 45
LatinXcellence, more than a brand, it's a movement!
Luis' LinkedIn
Luis' Twitter
Luis' IG
On My Way To Wealth YouTube channel
By Luis Rosa, CFP® EA4.9
1818 ratings
Uziel is a first-generation college graduate. He was born and raised in San Fernando, California, where his parents migrated after leaving their native country, Mexico. Uziel's dad is a construction worker, and his mom is a homemaker. Growing up in a low-income household, Uziel explored careers where he could serve as a resource to empower his family and community.
Uziel graduated from California State University, Northridge, with a bachelor's degree in Financial Planning. He's currently completing a Financial Planning Residency at a fee-only RIA firm. Uziel is passionate about helping people navigate their financial journeys to help them reach their goals. Uziel also volunteers in the BLX internship program to promote diversity and inclusion. The BLX internship program helps place aspiring Black and Latinx financial planners with meaningful internships in fee-only RIA firms.
Notes:
In this episode Luis and Uziel discuss:
Resources:
Uziel's LinkedIn
Uziel's Twitter
Download the 3 Fundamental "Money Moves" to Make Before Turning 45
LatinXcellence, more than a brand, it's a movement!
Luis' LinkedIn
Luis' Twitter
Luis' IG
On My Way To Wealth YouTube channel

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