Walter Yu

My Story I’ve always considered myself a numbers guy. And that’s why the first job I took was as a day trader. I sat behind a barricade of screens, hammered away at the keyboard, and made money – most of the time. My focus was on my performance: being smart enough, being quick enough, and […]
Lael Robinson

My Story When I was thirteen, my parents had a friend who lost her husband. She had been a housewife for 25 years, and her husband had always taken care of the finances. I remember overhearing my parents talk about how helpless she felt. She didn’t know how much money was in the bank, whether […]
Jorge Paganín, CPA

My Story Coming soon… How I’m expanding what’s possible with money Saving for retirement, enjoying life a little more, making sure my children have a good education. Outside of work, my passions include I enjoy volunteering and am heavily involved with the local youth soccer association.