Financial planning for first-generation wealth builders.
We help first-gen wealth builders build a strong financial foundation to gain clarity and control, and start using money as a tool to live life by design.
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How we help:
As first-gen wealth builders, many of our clients come to us feeling overwhelmed or unsure where to start. We create a welcoming, judgment-free space where you’re supported with compassion, accountability, and guidance aligned with your values.
Because financial conversations don’t have to be boring , we make them engaging, empowering, and easy to understand.
Below are some examples of reasons why clients decided to partner with us:
Generational Care
I’m caring for my parents and my children; how do I find balance while also prioritizing other goals.
Student Loans
My student loans keep me up at night and are diverting from what I truly want to save for.
Planning for Travel & Cultural Experience
I love to travel and explore new cultures. How can I save intentionally for meaningful trips without falling behind?
Buying a Home
We’d like to buy a home but it seems out of reach. What can we afford and how should we save for this?
Small Business Owners
I started my business out of passion, now I need guidance on the financial side.
Investing
I know that I need to invest for my future but have no understanding of how this works.
Starting a family!
We’re growing our family and want to be well-prepared, especially with saving for college.
Maximizing Your Lifestyle
I have money left over at the end of the month, but feel guilty about treating myself. What should I do?
Spending Plan
I’m overspending and struggling to control my expenses. I need guidance to get back on track.
Who we serve:
"Primeros" is Spanish for "First." We assist all Primeros who are ready to take control of their finances but need guidance, with a focus in these areas:
First-Gen Wealth Builders
Passion-Driven Professionals
Entrepreneurs
Young Professionals
What Make Us Different
Culturally Relevant Guidance
We understand what it’s like to be a first, the pressure, the motivation, the fears, and being the first to face new obstacles. That’s why we build plans that honor your journey while helping you move forward with confidence.
Judgment-Free Space:
Talking about money isn’t always easy. That’s why we make sure our conversations are open, supportive, and free of judgment.
Life by Design
It’s not just about building wealth, it’s about aligning it with your values so you can create a life that feels fulfilling.
Financial Literacy
We break things down so you know not just what to do, but why it matters. That way, you’re not only building generational wealth, you’re also passing down generational knowledge.
Fiduciary Commitment
We have a fiduciary duty to put your interests above anyone else’s, not just because it’s required, but because it’s the right thing to do.
Holistic Planning
Money touches every part of your life, not just investments. From cash flow and taxes to career moves and family goals, we look at the full picture together.
Built from Experience, Designed to Guide You
Primeros was founded by Uziel, a first-gen wealth builder who grew up without a financial roadmap. He created this firm to guide others on the same path.
Let’s Chat!
There is no cost for the first meeting. Let’s have a conversation to see if we’re a good match!