Meet
Maggie
Our Mentors are the real humans who are available to answer your personal finance queries and quandaries. We know that money is personal and finding the right person to talk to can be daunting. So let's get to know Maggie Gomez
Quick Bio
Maggie is a CERTIFIED FINANCIAL PLANNER® who’s worked with hundreds of clients as a licensed Financial Advisor and Stockbroker. In 2018, she left Wall Street to start her business, Money with Maggie, where she collaborates with clients to help them understand and manage their investment portfolios. She has a YouTube channel where she provides financial education, and she partners with companies as a consultant with the overarching goal of making it easier for people to invest with confidence and manage their money well.
Approach
I keep things simple, low cost, and focus on a repeatable process that allows others to understand what they own, why, and how much they pay.
FUN FACT
I spent a month traveling abroad solo to Spain, Turkey, Italy, and Greece after I left my position at Morgan Stanley, before starting my business.
Press
Orlando Voyager, "Hidden Gems: Meet Maggie Gomez", (Mar 2021)
Entreprenista, "Certified Financial Planner Maggie Gomez on investing and building wealth", (Sep 2021)
Momma Has Goals, "Financial Foundations with Maggie Gomez"
