In today’s episode, we’re in New York City to join Pamela Capalad, a certified financial planner who’s blended her expertise in financial planning with her passion for educating and serving people of color, while leading a hip-hop-based financial education for children as well.
You’ll hear how Pamela Capalad grew her business beyond $300,000 per year in short order, with a deeply satisfying ‘Brunch and Budget’ business that gives back to under-represented communities through financial education.
Pamela shares the details on her career path, how she ended up in financial planning and why brunch plays such a big part in her practice. She also give us her insights on the process of creating her own financial planning firm - Brunch & Budget - after noticing many of her colleagues were socializing with her to ask questions about budgeting, credit card debt and 401(k)s.
But she didn’t stop there, she also runs the group financial coaching business, See Change Financial, and Pockets Change, the educational literacy program for children.
If you’re new to the industry or considering financial planning at any level, Pam’s story and experience will leave you inspired and help you see your own business in a whole new and creative way.
Subscribe for new episodes at http://freelancetofounder.com.
- Pactly is the first easily accessible AI based contract review tool aimed to help freelancers and small businesses understand contracts better and faster. Visit pac.sg/FTF to use Pactly completely free forever. When you’re ready to upgrade, use FTF30OFF to save 30% on any paid plan.
- Hover: Every great idea deserves a great domain name. With literally hundreds of extensions to choose from, Hover focuses on helping you register a domain which can then be connected to virtually any webhost you choose. Go to hover.com/FTF to save 10% on your first domain.
- BlockStack: Take back your digital rights. Try a new generation of apps that put you in control. Private, secure, and you own your data. Always. Visit blockstack.org/FTF to learn more and see real stories of developers and entrepreneurs using Blockstack to make a difference.
If you enjoyed the show, please leave us an honest rating on iTunes.
Freelance to Founder is a production of Millo—you can learn more at Millo.co.
For more actionable content directly from the blog, next, try reading: 'How to Start a Blog and Make Money'.
Since you're listening to Freelance to Founder, we'd like to suggest you also try other Podglomerate shows surrounding entrepreneurship, business, and careers like Rocketship.fm and Creative Elements.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you the creator of this podcast?
and pick the featured episodes for your show.
Connect with listeners
Podcasters use the RadioPublic listener relationship platform to build lasting connections with fansYes, let's begin connecting
Find new listeners
Understand your audience
Engage your fanbase