Specialties
A lifestyle-focused financial planning and coaching company, providing individuals, couples, and entrepreneurs access to a team of financial experts, customized tools, mentorship, and education to develop and optimize their financial life.
Services include debt management, savings and retirement, credit analysis and optimization, income management, learning how to pay yourself a consistent salary and more, with a mission of building each client's best financial future.
History
Established in 2018.
myFinTect™ "My Financial Architect," is a modern financial planning and coaching company for millennials, focused on the development and optimization of our client's financial lives by helping them manage their money, pay off debt, and maximize their income.
We leverage a lifestyle-focused approach that is goals-driven, and custom-designed for each individual.
We are committed to providing our clients with the right tools, mentorship, and education that will allow them to build sustainable, profitable, and productive financial well-being.
We are committed to providing our clients with the right tools, mentorship, and education to allow them to build sustainable, profitable, and productive financial well-being.
Meet the Business Owner: Ricardo A.
With over 10 years of work in the financial industry, Ricardo is a financial wizard and a go-to resource for individuals, couples, and entrepreneurs, nationally. His expertise in personal and business finance, banking and relationship management, has facilitated Ricardo's efforts in spreading financial literacy throughout his community.
Ricardo holds a bachelor's degree in Finance, and has extensive experience in Public Speaking at local charities, and private events. He is a family man and a dog dad, who is extremely passionate about positively impacting people's financial lives.
When Ricardo is not thinking numbers, you might find him traveling with his wife, Claudia, networking with like-minded entrepreneurs, or training his pups, Peter & Jude.