The Altruistic Planner

I’m Paviel Peña, an educator and Certified Financial Planner® offering financial literacy workshops and financial planning services. I’m especially focused on bridging the gap in access to financial literacy materials and educational workshops in Spanish.

Soy Paviel Peña, un educador y Certified Financial Planner® (asesor financiero) que ofrece talleres de educación financiera y servicios de asesoría financiera. Me especializo en la labor de cerrar la brecha de acceso a materiales de educación financiera y talleres educativos en español.

Industry: Professional & Skilled Services

Categories: Financial Services - Planning, Brokerage Firms, Investment Firms

BIPOC Designation: Mestizo/a or Latino/a/x, Multi-racial