Carmen Herrera
Financial Services Professional & Financial Literacy Advocate
Personal Notes
Instead of living life to make money, we help you make money so you can live life in the best, most meaningful way possible. Everyone’s goals are unique. Your path to pursue them should be, too. That’s why we get to know who you are and what matters most to you before tailoring a personalized strategy to help you get there.
Bio
Carmen Herrera is an NFEC Certified Financial Education Instructor.
Prior to owning her own firm, Carmen was a Divisional Vice President for one of the world’s largest financial services firm for 15 years. As one of the country’s most sought after financial experts, Carmen has been featured by media outlets including NBC, FOX, Black Enterprise magazine, The Houston Chronicle, and dozens of radio programs across the country. She has toured the U.S. as a featured Financial Advisor for Black Enterprise magazine’s Financial Empowerment Series and The Hip-Hop Summit Action Network’s Get Your Money Right series created by Russell Simmons and Dr. Benjamin Chavis.
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