100 Financial Experts Jully-Alma Taveras

Jully-Alma Taveras

Founder of Investing Latina

"Get intentional about your goals. The seeds you plant today will create the trees that will serve and protect your children and their children."


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accurate as of 05/15/2023


Jully-Alma Taveras is the founder of the Investing Latina website, where she shares content to inspire women to invest and achieve financial success. An award-winning bilingual financial expert, Taveras infuses sound financial advice with her own experience as both an immigrant and a reformed shopaholic.

Taveras has written for numerous publications — from CNBC to HuffPost — and is a regular and sought-after keynote speaker and presenter who’s worked with companies including Google, Nasdaq and Verizon. On her site, Taveras bills herself as an “older sister” to her viewers — someone who’s tough and no-nonsense, but also a tireless cheerleader for those seeking financial freedom.

Why She’s a Top Money Expert:

Taveras uses her own journey and learnings to help other women be more intentional with their money and start investing.


What do most people not know about investing that you wish they knew?

Investing is much simpler than it seems, especially these days with so many simplified approaches. It doesn’t take a lot of money to get started, which is the biggest misconception. You can start with just $15! 

What should everyone be doing to build their wealth, no matter how much money they currently have?

Everyone should be thinking and implementing the small financial actions that will be required to build wealth over the long term. For example, consistency helps develop a habit, letting go of the fear, which helps in managing moments when the market goes down, and optimism to pursue big dreams like retiring early.

What should investors be focusing on in 2023 to make the most of their money?

Investors should be focusing on building their foundation of diversified funds, all while also reading about and learning about growing sectors. I always recommend that people start by reviewing companies that they are most interested in, and then going from there.

What investments should they avoid?

It’s important to avoid investments that you are not familiar with or that have a very limited track record or history of proven concepts. Although it’s important to take risks, make sure that you know enough about an industry or category before investing into it.

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