Purpose
To offer education, tools, strategies and consultations to help create wealth and prosperity for all individuals and families in our communities.
The Problem.
We all dream of working hard and retiring comfortably, but many of us are not savvy in money matters, finances or strategies that will make our dream come true. One that elevates the consciousness of the value of our hard earned money and assets, and how it relates to wealth creation from simple tasks like budgeting and calculating your net worth to complex tasks like buying a house, understanding how to invest in the stock market, or starting a business.
The Facts
In the United States, 44% of all families and 63% of minority families do not have sufficient liquid financial assets to sustain their households at the poverty level for three months if they lose their income. 36% of all senior citizens are at risk of outliving their resources. A large percentage of the elderly population lives on the precipice of economic insecurity. 54% of all U.S. households lack sufficient financial assets to make investments in opportunities that increase financial mobility, such as buying a home, creating a business, or investing in their children’s education.
Mission.
To guide participants through standardized processes to help them plan, save and invest for the future, buy a house, start a business, and retire securely. All while teaching our participants the concepts behind the processes, so they can apply them for themselves for the rest of their lives.
Vision.
To create an ecosystem that builds on itself: By helping individuals manage their personal finances, generate a monthly surplus so they can save for an emergency fund, get out of debt, save for a down payment to buy a home, invest in the stock market, education, safe retirement, or start a business.
How we are different.
Our coaches will take every participant through a series of one-on-one consultations and guide them through our standardized step by step building blocks to create sound financial habits that will survive economic cycles. Though we will offer educational presentations and workshops, this program is intended to be a hands-on process where we put into practice what we’ve learned about personal finances.
Meet our amazing Board of Directors.
Ricardo Cabrera
President
Ricardo Cabrera is a business professional, and real estate broker. He loves to help this community with all wealth building matters, from assisting people with buying/selling their homes, coaching them on business, and personal financial matters
Ricardo believes in working hard, living on less than what you make, and investing the difference with the ultimate goal of reaching wealth, and I love what I do!
Ricardo has a varied work experience, including International Business Management and Development, food distribution, software development, database design, and am a business owner. More recently, he has become a business/wealth coach, and real estate broker. He also sat on the Board of Directors/Treasurer of the Latino Chamber of Commerce of Boulder County, and I am currently a high school golf coach.
Ricardo holds a Bachelor’s Degree in Computer Science, a Masters in Business Administration with a Global Business emphasis, is a licensed real estate agent in the State of Colorado, a NAHREP 10 certified trainer, and has been trained as a Cultural Broker. He currently lives in Lafayette, Colorado with his wife Gabriela.
Peter Salas
Treasurer
Peter lives in Lafayette and has been a Boulder County resident since 1985. Peter is the father of 3 including 2 teenagers who currently attend schools in Lafayette. Peter has as a B.S. degree in Business Finance.
Peter began his public career as a community organizer, and has been actively involved in community affairs his entire career. Peter has served on over a dozen non-profit boards as well as, having served on a city council and school board. Peter was a founding member of the Boulder County Latino Chamber and has served on the Boulder Chamber of Commerce and the former Minority Business Leadership Council. Peter has also been actively involved in local politics and has helped organize 3 different Latino focused political organizations.
During Peter’s professional work career, he has been a community organizer, a project coordinator, diversity coordinator, diversity liaison, intercultural trainer, program manager and public affairs specialist. Peter currently offers consulting services in the area of Intercultural Development and Training.
Peter has a thoughtful and collaborative style, along with deep programmatic and policy expertise in several areas, which has made him an effective champion for advancing equity, and urban development strategies to expand economic opportunity.
Cynthia Case
Board Member
Cynthia Case is a Boulder native who is known in the community as an encourager and connector, working to make an impact in the lives of those she touches. She started working for Alpine Bank in 2018, as they built a new branch in Boulder, and currently holds the position of Relationship Manager.
Cynthia completed her two degrees, Operations Management and Marketing, from the University of Colorado Boulder along with a Minor in Entrepreneurship. The combination of these degrees and her application of these skill sets across multiple industries (Telecommunications, Transportation, Higher Education, and Business Consulting) has given her the ability to connect with the community and their business needs in a deeper way. She has held various committee, board, and volunteer roles in the community over the past five years and is currently the Chair Emeritus for the Business Women’s Leadership Group with the Boulder Chamber of Commerce, Chamber Ambassador, and Board Member for My Wealth Being.
When Cynthia is not in her office or out in the community, she enjoys spending time with her three beautiful sisters and dear Mother, talking with friends, knitting, cooking, making home products, and being inspired by the intense beauty and order of the cosmos.
This Could Be You
Board Member
We are looking for a qualified individual to become a board member.
We are looking to add a financial advisor, a behavioral psychologist or a lawyer to our board team. We have two open spots.
Andrew Knapp
Board Member
His extensive experience in commercial lending, along with his role in various leadership and service positions, reflects his dedication to helping small businesses and fostering local economic growth.
His current involvement sitting on the board of directors of organizations such as the MyWealthBeing, The Latino Chamber of Commerce, and Denver Youth Program demonstrates his commitment to giving back and supporting diverse communities.
His current position as a Senior Vice President and Commercial Loan Officer at Bank of Colorado positions him as a valuable resource for business owners and investors in the Denver Metro area as well as along the Colorado Front Range.
Anthony Vizcarra
Board Member
Anthony values deep connections with those around him and strives to establish relationships with team members and stakeholders to fully understand their needs and challenges. He considers himself a lifelong learner, believes in, values, and evangelizes continuous improvement, and promotes a culture of innovation, learning, and experimentation. He has a Master’s in Information Management from Arizona State University, and a Bachelor’s of Science in Computer Information Systems from DeVry University.
Anthony is passionate about serving in the community, and has volunteered with many organizations over the years, including AZCEND, Big Brother Big Sisters, Junior Achievement, Special Olympics, FIRST, Fellowship of Christian Athletes, and Young Life.
In his free time, Anthony enjoys spending time with his wife and 3 children, working on their homestead, and being outside (at least in the warm seasons).
Past Board of Directors.
Ingrid Casto Campos
Secretary (2022-2024)
Hermine Ngomire
Board Member (2023-2025)