Elaine King

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For the American curator, critic, professor, and editor, see Elaine King Fuentes.

Elaine King Fuentes
Born
Lima, Perú
Occupation(s)International financial planning expert, writer, family mediation, motivational speaker
Websiteelaineking.com

Elaine King Fuentes is a financial planner, writer and motivational speaker born in Lima, Perú. She lives in Miami. Fuentes 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] Additionaly, in 2020 and 2023, she appeared on Investopedia's Top 100 Financial Advisors list.[2][3]

Education[edit]

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]

Career[edit]

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[edit]

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]

Books[edit]

  • 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)

In the media[edit]

Television[edit]

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[edit]

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 (Perú), 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 (Perú).[51]

Awards and recognition[edit]

References[edit]

  1. ^ "Las 25 mujeres latinas más poderosas del 2016". Hispano Post (in Spanish). September 19, 2016. Retrieved January 5, 2021.
  2. ^ a b c "Investopedia 100 Top Financial Advisors of 2020". Investopedia. Retrieved January 5, 2021.
  3. ^ a b c "Investopedia 100 Top Financial Advisors of 2023". Investopedia. Retrieved August 23, 2023.
  4. ^ "King Letter of Attendance". Bowen Center for the Study of the Family. October 28, 2014.
  5. ^ "Money is King". St. Mary´s University. 2011. Archived from the original on October 18, 2014. Retrieved October 11, 2014.
  6. ^ "Thunderbird Magazine (p. 68)" (PDF). Thunderbird Magazine. 2011.
  7. ^ "Individual´s CFP Certification and Background". CFP Board.
  8. ^ "Dispute Resolution Center - Mediator Reporting System". Supreme Court of Florida. Archived from the original on July 12, 2007. Retrieved October 13, 2014.
  9. ^ "CFBA Graduates". ffigen.org. Archived from the original on April 19, 2017.
  10. ^ Osterland, Andrew (September 8, 2014). "Find the perfect advisor for your business with 5 easy questions". cnbc.com. "There are a lot of good-hearted people out there doing great things for clients, but compensation changes behavior," said certified financial advisor Elaine King
  11. ^ "CDFA Members". Institute for Divorce Financial Analysts.
  12. ^ Field, Bill. "Elaine King - NFEC PFSA Financial Literacy Advocate". NFEC. Retrieved January 6, 2021.
  13. ^ ."Elaine King's Biography". WE Family Offices.
  14. ^ "UHNW Advisors Seek Out Advisory Firm in Search of Fee-Only Model". Reuters. September 11, 2013. Archived from the original on October 16, 2014.
  15. ^ "Gibraltar Private News Update" (PDF). Gibraltar Private Bank Trust. Winter 2007. Archived from the original (PDF) on October 15, 2014. Retrieved September 22, 2014.
  16. ^ a b "La felicidad no es tener dinero, es tener propósitos: Elaine King Fuentes". El Comercio Perú (in Spanish). October 16, 2018. Retrieved January 5, 2021.
  17. ^ "Collaborative Family Law Institute Members". The Collaborative Family Law Institute. 2012.
  18. ^ "Elaine King joins Lubits Financial Group as managing director of wealth planning". Miami Herald Blog.
  19. ^ "Ganadores Premios Tumi USA". TUMI USA. 2011.
  20. ^ "International Latino Book Awards 2013".
  21. ^ King, Elaine (2013). Tu plan de vida en Estados Unidos ¡Hecho fácil! (in Spanish). ISBN 978-0142427408.
  22. ^ "Saltarín" (PDF) (in Spanish). Libros Alfaguara Infantil. Archived from the original (PDF) on October 14, 2014. Retrieved September 22, 2014.
  23. ^ "People on the Move". South Florida Business Journal. March 16, 2012.
  24. ^ "Elaine King's Biography". WE Family Offices.
  25. ^ "Family Firm Institute Practitioner: Myths and Realities about Culture and Families: Examples of Latin families". ffipractitioner.com. Archived from the original on April 18, 2017. Retrieved April 17, 2017. Elaine is a member of the Miami Advisory Committee for the global conference.
  26. ^ "Board Members OWIT South Florida". owit-southflorida.org. Archived from the original on March 25, 2017.
  27. ^ a b ""Las 25 más poderosas" - Elaine King". peopleenespanol.com (in Spanish). March 9, 2017. Archived from the original on March 26, 2017. Retrieved March 24, 2017.
  28. ^ Personal Planning Strategies. Politécnico Grancolombiano, Colombia. March 31, 2011.
  29. ^ Projecting money management to achieve a better quality of life. Universidad del Norte, Colombia. August 15, 2011. Archived from the original on September 10, 2014. Retrieved September 22, 2014.
  30. ^ II Congress of Consumer Protection and Financial Education. Bogotá. April 16–17, 2012.
  31. ^ Financial Conference based on the book: La Familia y el Dinero ¡Hecho Fácil! (Family and Money, Made Easy!). Feria Internacional del Libro(FIL) 2013, Perú. August 3, 2013. Archived from the original on October 15, 2014. Retrieved September 22, 2014.{{cite conference}}: CS1 maint: location (link)
  32. ^ X National Symposium of Experts on Finance. Pontificia Universidad Javeriana, Colombia. September 26–27, 2013. Archived from the original on October 15, 2014. Retrieved September 22, 2014.
  33. ^ "CFP Board Ambassadors". www.cfp.net. Retrieved January 5, 2021.
  34. ^ "FPA of Florida - About Us". FPA of Florida. September 24, 2014. Archived from the original on September 24, 2014. Retrieved January 5, 2021.
  35. ^ "Board Members". OWIT South Florida. March 25, 2017. Archived from the original on March 25, 2017. Retrieved January 5, 2021.
  36. ^ "Elaine King's interviews". YouTube (in English and Spanish).
  37. ^ Rosman, Catherine (September 1, 2007). "Passing on Wills...and Passwords". The Wall Street Journal.
  38. ^ Bowden, Marilyn (February 23, 2011). "Get Help With Raising Grandchildren". Fox Business. Archived from the original on October 14, 2014. Retrieved September 22, 2014.
  39. ^ "Financial Planning for Launching a Small Business". Nasdaq. November 7, 2012.
  40. ^ Powell, Robert (June 27, 2013). "Don't let these 6 surprises wreck your retirement". Market Watch.
  41. ^ Lawrence, David (August 2, 2010). "The Art of Collaboration". Financial Advisor.
  42. ^ "Elaine King's articles". Salt, American Student Assistance. Archived from the original on October 19, 2014. Retrieved September 22, 2014.
  43. ^ "Su personalidad financiera". El Nuevo Herald (in Spanish).
  44. ^ "Tu patrimonio va más allá de sólamente las finanzas" (in Spanish). Gan@ Más. August 14, 2014. Archived from the original on September 7, 2014. Retrieved September 22, 2014.
  45. ^ "Elaine King". Thinking Heads (in Spanish). Retrieved January 6, 2021.
  46. ^ "¿Cómo la infidelidad financiera afecta a las familias?". Gestión (in Spanish). June 15, 2020. Retrieved January 5, 2021.
  47. ^ Dominguez, Sonia (April 23, 2013). "El 40% de familias peruanas se informa para endeudarse" (in Spanish). Diario El Peruano.
  48. ^ "Elaine King, Experta en Finanzas" (in Spanish). Vanidades. Archived from the original on September 16, 2014.
  49. ^ "Elaine King: "Hoy la gente habla más de sexo que de la necesidad de ahorrar"" (in Spanish). El Comercio. February 8, 2012.
  50. ^ "Finanzas familiares: "Antes de ahorrar, es necesario cubrir el fondo de emergencia"" (in Spanish). Diario Gestión. September 26, 2012. Archived from the original on September 24, 2014. Retrieved September 22, 2014.
  51. ^ "Atrévase y aprenda a ser disciplinado en ahorrar su dinero" (in Spanish). La República. February 26, 2012. Archived from the original on September 16, 2014.
  52. ^ "2013 Winners". Latino Literature. Archived from the original on October 27, 2020. Retrieved January 5, 2021.
  53. ^ "Entrega de Premios Tumi USA a la excelencia 2011". Los Peruanos (in Spanish). Retrieved January 5, 2021.

External links[edit]

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