Minisode - Understanding the Hispanic Wealth Management Market

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About This Episode

Retirement savings for those in the Latino community are low. According to a 2018 UnidosUS report, only 31% of Latino workers participate in an employer-sponsored retirement plan, compared to 48% of all other workers ages 21 to 64. According to a CNBC story, 54% of Latinos work for an employer that offers a retirement plan compared to nearly 70% for all other workers in the same category. My guest today has devoted his career to service the Hispanic community and will tell us how advisors can help address those gaps.

About Our Guest

Diego Verdugo is director of advisor consulting with Principal and is based in Phoenix, AZ. He was recently named by Investment News as one of its 40 people under the age of 40 to watch in the advisory profession. He serves as leader of the corporate affairs team for the Phoenix chapter of the Association of Latino Professionals for America and teaches financial literacy as a volunteer director of Junior Achievement.

Show Notes

Here is a link to the Principal web site, where you can find more information about its products and services. Here is a link to Principal's Hola Futuro program.