Hey there, I’m Linda. I founded Canela Wealth to help first-generation wealth builders, people who don’t come from money or have a financial safety net, get the guidance they need to feel confident in their finances. Over the last 10 years working in finance, I’ve seen how the industry focuses on helping people who are already wealthy, leaving out those who are building wealth from scratch. Canela Wealth is here is to change that.
No matter what your financial background looks like, I’m here to create a space where you feel seen, supported, and empowered to take the next step toward improving your finances.
2023 & 2024 Financial Planner Externship at Amplified Planning
University of Notre Dame - Mendoza College of Business
Certified Financial Planner (CFP)
Employee Benefits/Open Enrollment
Financial Planning (Fee Only)
Cash flow and savings review
Student loans/education funding
Estate planning
Rebalance investment accounts
Most financial firms are built for people who already have wealth and a family history of building it. I built Canela Wealth for everyone else. I work with first-generation professionals who have no blueprint, no safety net, and no one to call when they're not sure if they're making the right move. I'm fee-only and advice-only, which means no commissions and no pressure to move your investments. Instead, I work with you using screen-share to walk you through your own accounts so you stay in control and actually understand what's happening with your money. You can work with me on a one-time project or as an ongoing partner, whatever fits your season of life.
https://canelawealth.com/
Linda@canelawealth.com