I make investing simple and accessible for everyone but especially women and communities of color, who have been overlooked and underserved in financial services. A former Wall Street attorney and CEO of fintech platform My Money My Future, my passion is making sure everyone has an opportunity to build wealth for their families and communities.
The biggest financial mistake most people make? Not investing enough.
Women of color cannot afford not to invest, we have to work 2x as hard to make our money grow..
This master class is focused on investing strategies for growing your FU Fund, not just retirement.
At the end of this course, you will be a smart, savvy, and fierce investor!
💰 You will have a brokerage account, understand the fundamentals of investing and risk factors.
📈 You will understand how to choose & buy high performing stocks.
💵 How to choose ETF's and Index funds
💡 Understand portfolio diversification, margin trading, options, alternative assets and more.
Wether you are just getting started or you already own several investment accounts, this is for women like you who are ready and willing to take some risk and reap the rewards by maximizing your dinero.
Who should take this course:
Who should NOT take this course:
What will be covered?
It's time to learn the rules of the money game. Understand the fundamentals of investing, the language of finance and strategies to grow your passive income. Become your own expert and stop being overwhelmed or confused about investing.
Lesson 1: Learn the rules of the game and get to know how to set up a personalized investment strategy.
Lesson 2: Learn the language of finance (bulls, bears, shorts, positions, beta, greeks); investing has it's own jargon and understanding it is half the game.
Lesson 3: The what, why, and how of your brokerage account.
Lesson 4: Diversifying your portfolio & picking stocks
Lesson 5: Understanding ETF's and Index Funds
Lesson 6: IPO's + SPACS
Lesson 7: Options Trading Fundamentals
Lesson 8: Alternative Investments Overview
+ Plus Resource Guides, Worksheets, and Tools
Ortega is an influential thought leader, speaker, and expert in fintech and personal finance for millennials and champion of financial inclusion.
Ortega is a serial entrepreneur with over two decades of leadership in the public and private sectors. In 2016, Ortega founded My Money My Future (MMMF), a digital personal finance platform that helps millennials manage their money with confidence. MMMF is the first fin-tech platform to focus on the particular needs of a new diverse generation. The Money Made Simple is an online platform for underserved millennials and Gen X-ers. It helps users manage personal finances, set savings and investment goals and offers personalized money guidance.
Prior to leading My Money My Future, Ortega was a corporate attorney in New York where she worked on complex securities litigation. During law school she interned at the Asset Management Unit of the U.S. Securities and Exchange Commission where she focused on the implementation of Dodd-Frank and regulation of private funds and also worked with the U.S. Bankruptcy Court, S.D.N.Y. Prior to her law career, Ortega worked internationally advocating for economic human rights and was a delegate to several United Nations summits and authored numerous reports on issues of economic security, social policy and the law.
Ortega is an Angel investor and expert in equity crowdfunding and contributor to TechCrunch and Huffington Post on issues of law, tech and diversity. She is on several national advisory boards, including Village Capital and Latino Startup Alliance. Ortega has been featured in Forbes, CNN, TechCrunch, American Banker, Banking Innovation, NPR, Latina Magazine, Cosmopolitan Magazine and La Opinion.
Ortega has a B.A. from the University of California, Los Angeles and a J.D. from Fordham University School of Law.