We are aware that many women of color are still struggling to find wealth advisors who understand and can meet their specific wealth management needs. Vista Del Mar Wealth Management is a safe, inclusive space for women of all backgrounds to achieve financial success. To serve our community in the best way possible, we take the time to understand their own challenges as women of color, and thoughtfully design their financial planning strategies to help them overcome wealth inequality.
The Vista Del Mar Vision
Our greater vision is to close the wealth gap in our communities, and it starts with educational resources on financial literacy. We aim to create and implement a curriculum within the education system where students learn the basics of money as early as Kindergarten, and can continue to learn age-appropriate money concepts throughout their schooling.
By building a strong foundation early on, we give the opportunity for all youth regardless of religion, background, race or financial status to learn about healthy relationships with their money. As they become young adults, our goal is to arm them with the knowledge and tools to make wise money decisions as soon as they earn their first paycheck, and to set the stage to pass on that knowledge to future generations.