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Elaine King
Peruvian financial planning expert From Wikipedia, the free encyclopedia
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Elaine King Fuentes is a Peruvian-American financial planner, writer and motivational speaker. King has focused her career on 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] Additionally, in 2020 and 2023, she appeared on Investopedia's Top 100 Financial Advisors list.[2][3]
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Personal life
Education
King completed post-graduate studies in Family therapy at the Bowen Center for the Study of the Family, Georgetown University.[4] She also has an International Business Degree from St. Mary's University[5] and an International 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]
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Career
Summarize
Perspective
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]
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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)
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In the media
Television
She participated on interviews for CNN (Spanish), ABC, CBS, Univision, Telemundo, Mega TV, NTN24, RPP Noticias, Canal N, Andina de Televisión y Noticias Caracol.[36]
Press
King has been quoted in The Wall Street Journal,[37] Fox Business,[38] NASDAQ,[39] MarketWatch (Dow Jones & Co.)[40] and Financial Advisor.[41] She also writes regularly for American Student Assistance,[42] the CFP Board of Standard blog, Miami Herald,[43] Gana Más Magazine,[44] El Comercio (Peru), Forbes Magazine,[45] Revista Dinero, Diario Gestion[46] and El Peruano,[47]
She was interviewed as "Mujer del Mes" (Woman of the Month) in Vanidades Magazine,[48] El Comercio,[49] Diario Gestion[50] and La República (Peru).[51]
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Awards and recognition
- Latino Book Award 2013 – Best Parenting/Family Book: La Familia y el Dinero ¡Hecho Fácil![52]
- Tumi USA Award - Golden Tumi 2011 Community Excellence[53]
- One of the 25 Most Powerful Women by People en Español – 2017[27]
- Top 100 Financial Advisors in Investopedia – 2020.[2]
- Top 10 Financial Advisors in Investopedia – 2023.[3]
References
External links
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