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When Financial Advisor IQ, an online magazine for financial planners, wanted to speak with someone about the experience of being a financial advisor and a woman of color, they reached out to Latina financial planner Millú Ramirez of Urban Wealth Management.

In this interview, Millú speaks frankly with Stephanie Forshee of Financial Advisor IQ about her personal experience becoming a financial advisor. She also offers her own tips for up-and-coming financial planners who are women of color.

 

About the Interviewer

Stephanie Forshee is a financial journalist based in New York. In addition to Financial Advisor IQ, she also writes for Agenda, a publication of the Financial Times. Past work has appeared in Forbes.com, Newsday, Backstage, Paste Magazine, and the Los Angeles Daily News. Stephanie’s work has been recognized by the Society of American Business Editors and Writers, the Western Publishing Association, and the Los Angeles Press Club. She is coauthor of In Other News: Reporters on Reporting and currently serves as a board member for the New York Press Club.