Elaine King | SpeakerHub

Personal Details

Bio

Elaine King, CFP® was named the 10th Most Influential Financial Advisor in the 2023 Investopedia 100. She is the founder of Family and Money Matters™, with the mission of empowering the family's financial and human capital to achieve financial well-being. She has served as the Family's Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans.

Elaine is a Financial Education advocate, creator of the first family financial program in LATAM, and winner of the Best Latin book award. Elaine has been featured in the WSJ, Forbes, Telemundo, CNN and is a columnist for financial journals in the US and LATAM. In 2017, she was recognized by People Magazine's Top 25 lnfluential Hispanic Women.

Current position (1)

CFP®, Founder

Family and Money Matters™

Achievements (1)

Investopedia's Top 10 Financial Advisor US

The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investop

Degrees (8)

Family Engagement in Education

Harvard University

2020

Certification for Entrepreneurship Educators

Babson College

2023

Certified Professional Coach Certificate Program

University of Miami

2015 to 2016

Post Graduate Program in Bowen Family Systems Theory and its Applications

The Bowen Center for the Study of the Family at Georgetown

2009 to 2010

Executive Certified Financial Planner Certificate Program CFP®

Florida International University

2004 to 2005

Master of Business Administration (MBA)

Thunderbird School of Global Management

1999 to 2000

International Business, European Financial Markets

The University of Innsbruck

1995

Bachelor of Business Administration (BBA) International Finance European Markets

St. Mary's University

1992 to 1995

Presentations

Presentations (4)

4 Steps to Financial Empowerment for Women

Financial empowerment for women is important not only because of women’s significant contribution to the economy, but also because women live on average 10 years longer than men. Women have to create a longer financial plan. They also have to do so making 1/3 less than their male counterparts.

In this empowering presentation Elaine King will provide a platform for women to embrace their financial power. King will help the audience identify where their values originate and provide tools for financial success. She will discuss the importance of investing with courage while borrowing smartly. The audience will learn how to be picky with their purchases and laid back with their savings.

What will the audience take away from this workshop?
- The 4 key women’s strategies for finances
- The 4 top mistakes women make with finances
- The do’s and don’ts of financially successful women
- An action-packed checklist to start improving finances

4 Essential Aspects of Financial Planning that Are Often Missed (And How to Fix That!)

You contribute the max amount to your 401K, have set aside money for your child’s education, and are on track to finish paying off your mortgage within a few years. Everything in your financial plan seems to be going well, right? True. However, you might be missing out on some key aspects that could make a big difference in your personal and financial life.

In this empowering presentation Elaine King shares her years of experience as a certified financial planner and four areas of financial planning that are often missed and why you need to include them.

1. Striking a Balance Between Money and Personal Well-Being
2. How Emotions Play into Financial Decision-Making
3. Picking a Planner Specialized to Your Needs
4. Planning for the Unexpected

Now that you are aware of these four important elements of financial planning, it’s time to work on them! Which of these will you tackle first?

Millionaires in Training – The ABCs of Money for Kids

Parents have the ability to instill financial confidence in their kids early on in life. Studies have shown that children as young as 7 begin to develop skills that will determine their success in life. It is imperative that parents demonstrate good financial planning habits and money values for their children. Children are not being taught financial literacy in school. Parents have to set the example to ensure their children’s future financial success.

In this workshop Elaine King will provide exercises that will provide the catalyst for ensuring your children have a bright financial future. The audience will learn how to divide money for saving, use, sharing, and growth. To put it into context King will also teach the audience the how, when and where of organizing money.

What will the audience take away from this workshop?

- Understanding how to create good money values
- The four key words for planning financial success
- How to plan finances as a family

7 Money Colors To Your Holistic Financial Plan

Having financial health means having the liberty to choose, to achieve our goals and to give purpose to our money.

What will the audience take away from this workshop?
- Find out your financial personality in order to understand your positive and negative tendencies.
- Plan with a goal containing the amount of money it will cost you, deadline and specific steps.
- Organize a budget and review it monthly with discipline.
- Save before spending, start with a small amount, this will become a habit.
- There are good and bad debts, bad debts are the disease of your financial health, they are assets that depreciate over time, focus on the good ones, they are assets that appreciate over time.
- First and foremost, invest in yourself, diversifying in funds for education, business, real estate and financial independence.
- Share your time, money and tools related with your skills and passion.

Past talks (1)

Plan, Grow, Evolve

People Magazine Top 25 Keynote

Miami