Kata carrillo

Hi, I’m Kata—a financial professional, educator, and advocate for building generational wealth. With over 5 years of experience in the financial services industry and a mission to serve underserved communities, I’m passionate about helping individuals and families take control of their financial futures.

As a proud financial educator of WealthWave, I specialize in providing practical tools and strategies to:

• Build and protect wealth.
• Create personalized strategies for financial independence.
• Empower communities through education and mentorship.

Growing up, I saw firsthand how financial barriers could limit opportunities. That’s why I’ve dedicated my career to breaking those barriers—one family, one business, and one community at a time. From hosting workshops and webinars to mentoring a growing team of financial professionals, my work is driven by a belief that financial literacy is not just a skill; it’s a superpower.

• Personalized Financial Strategies: Tailored strategies to meet your goals, whether it’s retiring early, paying for college, or leaving a legacy.
• Community Workshops: Educational sessions on topics like budgeting, financial concepts, and creating living trusts.
• Team Mentorship: Guiding aspiring financial professionals to build thriving careers in the financial industry.

• Proven track record of success.
• Culturally inclusive approach to financial empowerment, with a focus on Black and Latino families.
• Dedicated to providing approachable, jargon-free guidance that makes financial freedom achievable for all.

• Whether you’re just starting your financial journey or looking to take it to the next level, I’m here to help. Let’s work together to create a plan that gives you confidence, clarity, and peace of mind.

Call me, text me, email me, or schedule a consultation to get started.