Elaine King

Source: Wikipedia, the free encyclopedia.
For the American curator, critic, professor, and editor, see
Elaine King Fuentes
.

Elaine King Fuentes
Born
Perú
Occupation(s)International financial planning expert, writer, family mediation, motivational speaker
Websiteelaineking.com

Elaine King Fuentes is a

financial education for families. In 2016, King was included in the list of the 25 most powerful Latina women in the United States, as published by People en Español magazine.[1] Additionaly, in 2020 and 2023, she appeared on Investopedia's Top 100 Financial Advisors list.[2][3]

Education

King completed

MBA from Thunderbird School of Global Management.[6]

She is a Certified Financial Planner,[7] Florida Supreme Court Family Mediator,[8] Certificate Family Business Advisor (Family Firm Institute)[9][10] and Certified Divorce Financial Analyst® (Institute of Certified Divorce Financial Analysts).[11] In 2020 she obtained a Financial Education Certification from the National Financial Educators Council.[12]

Career

From 1996 to 2000, King was Investment Advisory Service Manager at

Salomon Smith Barney (Citigroup).[13]

She was Investment Manager of the Royal Bank of Scotland's Coutts (Latin America Division)[14] until 2004; then she became Director of Gibraltar Private Bank & Trust's Wealth and Well-Being Planning Institute.[15] She worked there until 2011. In 2010 King published her first book, Family & Money Matters – Life Lessons for the New Generation.[16]

From 2010 to 2012, King served on the Collaborative Family Law Institute Board,[17] and in 2011 was managing director of The Lubitz Financial Group.[18] She won the Tumi USA award in 2011, which recognizes outstanding Peruvian immigrants.[19]

Her second book, Family and Money, Made Easy!, was published in 2012. The book received an International

Latino Book Award in the Best Parent / Family Book category.[20] She wrote two books in 2013: Tu plan de vida en Estados Unidos ¡Hecho fácil![21] and Saltarín, a book that teaches children 4 to 8 years old the importance of planning.[22]

She was Vice President of Bessemer Trust Group during 2012 and 2013.[23] From 2014 to 2016 was Partner and Director of Family Education & Governance at WE Family Offices, providing consulting services for families seeking to address communication and economic issues.[24] In 2016 was a member of the Miami Advisory Committee at the Family Firm Institute.[25] King was a member of the board of OWIT (Organization of Women in International Trade) South Florida.[26]

In 2017, she was chosen as one of the 25 Most Powerful Women by People en Español.[27] In 2020 she was included in the Top 100 Financial Advisors of the financial education portal Investopedia, which recognizes the 100 most important financial advisors of the year[2] and in 2023, she appeared in the Top 10 of that list.[3]

She speaks at conferences related to family financial planning and financial education.[28][29][30][31][32]

Community service

Throughout her career, King has performed community service as:

  • Ambassador to the CFP Board[33]
  • Member of the Board of Directors of the Financial Planning Association of Florida[34]
  • Member of the Board of Directors of the Estate Planning Council of Miami
  • Member of the Board of Directors of OWIT (Organization of Women in International Trade), South Florida[35]
  • Member of the Family Business Advisory Committee of the Family Firm Institute
  • Founder of Family and Money Matters Institute (IFAYDI), based in Peru
  • Collaborator of CIMA, a shelter for homeless children in Peru.[16]

Books

  • Family & Money Matters – Life lessons for the new generation (Kabraah Publishing, 2010)
    ISBN 978-0981832210
  • La Familia y el Dinero ¡Hecho Fácil! (Family and Money, Made Easy!) (Penguin Worldwide, 2012)
  • Tu plan de vida en Estados Unidos ¡Hecho fácil! (Penguin Worldwide, 2013)
  • Saltarín y las 4 palabras clave para una familia unida (for children) (Santillana, 2013)
  • Los Colores de Tu Dinero: 7 Pasos Para Tu Salud Financiera (RUMI Productions LLC, 2015)
  • El secreto de las parejas felices y el dinero (HarperCollins, October 2017)
  • Los 10 mandamientos de las familias empresarias (
    Planeta
    , 2021)
  • Saltarín aprende a usar sus monedas (Penguin Random House, 2023)

In the media

Television

She participated on interviews for

Andina de Televisión y Noticias Caracol.[36]

Press

King has been quoted in

CFP Board of Standard blog, Miami Herald,[43] Gana Más Magazine,[44] El Comercio (Perú), Forbes Magazine,[45] Revista Dinero, Diario Gestion[46] and El Peruano,[47]

She was interviewed as "Mujer del Mes" (Woman of the Month) in

La República (Perú).[51]

Awards and recognition

References

  1. ^ "Las 25 mujeres latinas más poderosas del 2016". Hispano Post (in Spanish). September 19, 2016. Retrieved January 5, 2021.
  2. ^ a b c "Investopedia 100 Top Financial Advisors of 2020". Investopedia. Retrieved January 5, 2021.
  3. ^ a b c "Investopedia 100 Top Financial Advisors of 2023". Investopedia. Retrieved August 23, 2023.
  4. ^ "King Letter of Attendance". Bowen Center for the Study of the Family. October 28, 2014.
  5. ^ "Money is King". St. Mary´s University. 2011. Archived from the original on October 18, 2014. Retrieved October 11, 2014.
  6. ^ "Thunderbird Magazine (p. 68)" (PDF). Thunderbird Magazine. 2011.
  7. ^ "Individual´s CFP Certification and Background". CFP Board.
  8. ^ "Dispute Resolution Center - Mediator Reporting System". Supreme Court of Florida. Archived from the original on July 12, 2007. Retrieved October 13, 2014.
  9. ^ "CFBA Graduates". ffigen.org. Archived from the original on April 19, 2017.
  10. ^ Osterland, Andrew (September 8, 2014). "Find the perfect advisor for your business with 5 easy questions". cnbc.com. "There are a lot of good-hearted people out there doing great things for clients, but compensation changes behavior," said certified financial advisor Elaine King
  11. ^ "CDFA Members". Institute for Divorce Financial Analysts.
  12. ^ Field, Bill. "Elaine King - NFEC PFSA Financial Literacy Advocate". NFEC. Retrieved January 6, 2021.
  13. ^ ."Elaine King's Biography". WE Family Offices.
  14. ^ "UHNW Advisors Seek Out Advisory Firm in Search of Fee-Only Model". Reuters. September 11, 2013. Archived from the original on October 16, 2014.
  15. ^ "Gibraltar Private News Update" (PDF). Gibraltar Private Bank Trust. Winter 2007. Archived from the original (PDF) on October 15, 2014. Retrieved September 22, 2014.
  16. ^ a b "La felicidad no es tener dinero, es tener propósitos: Elaine King Fuentes". El Comercio Perú (in Spanish). October 16, 2018. Retrieved January 5, 2021.
  17. ^ "Collaborative Family Law Institute Members". The Collaborative Family Law Institute. 2012.
  18. ^ "Elaine King joins Lubits Financial Group as managing director of wealth planning". Miami Herald Blog.
  19. ^ "Ganadores Premios Tumi USA". TUMI USA. 2011.
  20. ^ "International Latino Book Awards 2013".
  21. ISBN 978-0142427408
    .
  22. ^ "Saltarín" (PDF) (in Spanish). Libros Alfaguara Infantil. Archived from the original (PDF) on October 14, 2014. Retrieved September 22, 2014.
  23. ^ "People on the Move". South Florida Business Journal. March 16, 2012.
  24. ^ "Elaine King's Biography". WE Family Offices.
  25. ^ "Family Firm Institute Practitioner: Myths and Realities about Culture and Families: Examples of Latin families". ffipractitioner.com. Archived from the original on April 18, 2017. Retrieved April 17, 2017. Elaine is a member of the Miami Advisory Committee for the global conference.
  26. ^ "Board Members OWIT South Florida". owit-southflorida.org. Archived from the original on March 25, 2017.
  27. ^ a b ""Las 25 más poderosas" - Elaine King". peopleenespanol.com (in Spanish). March 9, 2017. Archived from the original on March 26, 2017. Retrieved March 24, 2017.
  28. ^ Personal Planning Strategies. Politécnico Grancolombiano, Colombia. March 31, 2011.
  29. ^ Projecting money management to achieve a better quality of life. Universidad del Norte, Colombia. August 15, 2011. Archived from the original on September 10, 2014. Retrieved September 22, 2014.
  30. ^ II Congress of Consumer Protection and Financial Education. Bogotá. April 16–17, 2012.
  31. ^ Financial Conference based on the book: La Familia y el Dinero ¡Hecho Fácil! (Family and Money, Made Easy!). Feria Internacional del Libro(FIL) 2013, Perú. August 3, 2013. Archived from the original on October 15, 2014. Retrieved September 22, 2014.{{cite conference}}: CS1 maint: location (link)
  32. ^ X National Symposium of Experts on Finance. Pontificia Universidad Javeriana, Colombia. September 26–27, 2013. Archived from the original on October 15, 2014. Retrieved September 22, 2014.
  33. ^ "CFP Board Ambassadors". www.cfp.net. Retrieved January 5, 2021.
  34. ^ "FPA of Florida - About Us". FPA of Florida. September 24, 2014. Archived from the original on September 24, 2014. Retrieved January 5, 2021.
  35. ^ "Board Members". OWIT South Florida. March 25, 2017. Archived from the original on March 25, 2017. Retrieved January 5, 2021.
  36. ^ "Elaine King's interviews". YouTube (in English and Spanish).
  37. ^ Rosman, Catherine (September 1, 2007). "Passing on Wills...and Passwords". The Wall Street Journal.
  38. ^ Bowden, Marilyn (February 23, 2011). "Get Help With Raising Grandchildren". Fox Business. Archived from the original on October 14, 2014. Retrieved September 22, 2014.
  39. ^ "Financial Planning for Launching a Small Business". Nasdaq. November 7, 2012.
  40. ^ Powell, Robert (June 27, 2013). "Don't let these 6 surprises wreck your retirement". Market Watch.
  41. ^ Lawrence, David (August 2, 2010). "The Art of Collaboration". Financial Advisor.
  42. ^ "Elaine King's articles". Salt, American Student Assistance. Archived from the original on October 19, 2014. Retrieved September 22, 2014.
  43. ^ "Su personalidad financiera". El Nuevo Herald (in Spanish).
  44. ^ "Tu patrimonio va más allá de sólamente las finanzas" (in Spanish). Gan@ Más. August 14, 2014. Archived from the original on September 7, 2014. Retrieved September 22, 2014.
  45. ^ "Elaine King". Thinking Heads (in Spanish). Retrieved January 6, 2021.
  46. ^ "¿Cómo la infidelidad financiera afecta a las familias?". Gestión (in Spanish). June 15, 2020. Retrieved January 5, 2021.
  47. ^ Dominguez, Sonia (April 23, 2013). "El 40% de familias peruanas se informa para endeudarse" (in Spanish). Diario El Peruano.
  48. ^ "Elaine King, Experta en Finanzas" (in Spanish). Vanidades. Archived from the original on September 16, 2014.
  49. ^ "Elaine King: "Hoy la gente habla más de sexo que de la necesidad de ahorrar"" (in Spanish). El Comercio. February 8, 2012.
  50. ^ "Finanzas familiares: "Antes de ahorrar, es necesario cubrir el fondo de emergencia"" (in Spanish). Diario Gestión. September 26, 2012. Archived from the original on September 24, 2014. Retrieved September 22, 2014.
  51. ^ "Atrévase y aprenda a ser disciplinado en ahorrar su dinero" (in Spanish). La República. February 26, 2012. Archived from the original on September 16, 2014.
  52. ^ "2013 Winners". Latino Literature. Archived from the original on October 27, 2020. Retrieved January 5, 2021.
  53. ^ "Entrega de Premios Tumi USA a la excelencia 2011". Los Peruanos (in Spanish). Retrieved January 5, 2021.

External links

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