MARIANA RUIZ POSADA | FOUNDER & PRESIDENT
Mariana is a Certified Family Business Specialist through the American College. As a leader in the Latinx community, she manages her practice of servicing clients to help them meet their financial goals and needs.
She holds a BA in economics from the City University of New York at Queens College. For more than 22 years in the financial services industry, she has been a passionate advocate for helping the Latinx Community increase their financial literacy, specifically in the area of proper estate planning for the financial stability of their families and their businesses. Her focus is on holistic planning for professionals and business owners. She has presented and serviced a wide range of industries, to empower the community by providing tools for improving its fiscal fitness. Throughout her career, she has addressed organizations such as
The Hispanic Medical Association of Houston
The Houston Hispanic Chamber of Commerce
The Institute of Hispanic Culture
The Hispanic Dental Association
HACER
ALPFA
Latin Women’s Initiative
Telemundo and Univision
Among her accomplishments are annual qualifications to MDRT and Leader’s conference qualifier. In addition, Mariana has qualified for Blue Chip council, and in 2014 she was named agent of the year for Strategic Financial Group and also in 2014 qualified to Top of the council with Strategic Financial Group.
She was born in Medellin, Colombia, and then migrated to New York at the age of 13, having had first-hand knowledge of what it is like to be truly bicultural. Happily married since 1992 and a mother of two young professionals, Mariana strives to balance a career of excellence, community involvement, and family life.