Rodrigo Acuna WINS by Helping Hispanic Millennials Build Wealth

Send us Fan Mail 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 HighlightsRodrigo’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 InformationRodrigo AcunaPosition: Co-founder of IM FinancialLinkedIn: Rodrigo AcunaTwitter: @RodrigoAcunaLinks and Resources MentionedIM Financial: im.financialMcKinsey & Company: mckinsey.comNYU Stern School of Business: stern.nyu.eduMorgan Stanley: morganstanley.com Carrie Richardson and Ian Richardson host the WIN Podcast - What's Important Now?They are the co-founders of Fox & Crow Group, a software development company building growth platforms for MSP and IT channel businesses.Learn more at:Fox & Crow Group - the MSP Sales Process platform and all-in-one CRM solution Fox & Crow Instinct - the MSP Decision Intelligence Platform for IT Channel VendorsFox & Crow Jackdaw - Competitive Intelligence Reports on Demand for MSP businesses Book time with Carrie here!Be a guest on WIN!  We host MSP channel founders, executives and sales and marketing leaders who are willing to share advice with other IT channel firms on how to build, grow or sell a business using examples from their own experience.