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Elaine King

MBA, CFP

Currently

Founder, Family and Money Matters Institute

Resides In

Miami, Florida

Education

Harvard University, Babson College, University of Miami, The B𝐆owen Center for the Study of the Family at Georgetown, Florida International University, St. Mary's University, Thunderbird School of Global Management

Expertise

🐟 Family Planning, Succession Planning, Impact Investing

Company Info

Summary

  • Elaine King is an award-winning author, international speaker, and founder of the Family & Money Matters Institute.
  • Has served as a financial planner to over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans.
  • In 2023, she is in the top 10 of independent financial advisors celebrated on the annual Investopedia 100 Top Financial Advisors List.
  • She has been a CFP Ambassador since 2012 and previously served as the past president and 10-year Board Member of the Financial Planning Association Miami.

Experience

Elaine King is an award-winning author, international speaker, and founder of the Family and Money Matters Institute. As a financial planner, her mission is to help families achieve financial well-being with actionable strategies, empowerment tools, and educational programs. More specifically, she hopes to elevate financial literacy knowledge for the the U.S. Hispanic population. In 2023, she is in the top 10 of independent financial advisors celebrated on the annual 澳洲幸运5官方开奖结果𝔍体彩网:Investopedia 100 T🦩op Financial Advisors List and has been a CFP Board Ambassador since 2012.

In an effort to increase financial literacy among the Hispanic population in the U.S., Elaine produces content specifically for these consumers, typically in Spanish, on her various social media platforms. She also hosts three in Spanish, which currently have over 20,000 students enrolled. In addition, Elaine serves as external director for accounting firm Shechter & Everett, LLP, where she works with women to empower them before, during, and after the separation process wit𒐪h understanding, organization, and control of the well-being of their finances. Prior to starting the Family and Money Matters Institute, Elaine held various roles within the wealth management, education, and financial services spaces.

Elaine has written eight books, with Family and Money Matters: Life Lessons for the Next Generation, being the most well-known as a bestseller, and currently serves as a CFP Board Public Policy Council member. She has delivered more than 350 lectures in 35 cities, and is often featured as a financial expert on well-known platforms like CNN, Telemundo, Gestión, and WSJ. She has a monthly financial literacy segment on Telemundo, too.

Education

Elaine received her B.B.A in International Finance European Markets from St. Mary's University; M.B.A from Arizona State University Thunderbird School of Global Management; Executive Certified Financial Planner Certificate Program (CFP®) from Florida International University; Attended a post-graduate program at The Bowen Center for the Study of the Family at Georgetown; Received her Certified Professional Coach Certificate Program from University of Miami; Received her Certification for Entrepreneurship Educators from Babson College; Studied Family Engagement in Education at Harvard University