Certified Financial Planner Maggie Gomez on investing and building wealth

Website Header Template (7)

Describe your business in a few words?

An accessible place where anyone can learn to invest and build wealth, regardless of their net worth.

What made you take the leap to start your own business?

I realized that it was only those who were already wealthy that had access to quality financial guidance. I got to a point in my career where I was only helping people that had already made it financially. I wanted to help people like me. Those that were just getting started and trying to figure out where to begin in the investing and wealth creation process.

What was your background prior to starting your own business?

I was licensed as a stockbroker and financial advisor. I worked for Charles Schwab, Morgan Stanley and E*Trade for 7 years. I became a Certified Financial Planner and still carry that designation. It’s the “gold standard” in the financial planning world.

Did you always know you wanted to be an entrepreneur?

Not at all. I always knew I wanted to figure out how to make good money. I was able to pass the 6 figure mark and then set my sights on 7 figures. The financial advisors making 7 figures were the corner office guys that had been there for 25 years. I knew there was a better way. I’m still figuring that out, but it’s in sight at least now.

Take us back to when you first launched your business, what was your marketing strategy to get the word out and did it go as planned?

I focused all of my energy on building my YouTube channel. I thought that would take off and it would be what got me “there.” I also used my IG to teach people finance and investing tips. Didn’t go as planned… I’m 110 videos into my channel and it’s sloooowly picking up traction. I am monetized and make about $90 bucks per month there lol. It’s a start though so I’m grateful.

We always learn the most from our mistakes, share a time with us that you made a mistake or had a challenging time in business and what you learned from it?

I didn’t offer services until nearly 2 years into the biz (I’m 3 years in now). I kept “waiting” for my audience to grow, but learned that I need to give people a way to pay me and actually tell people about what I can do for them that is worth them paying me for. I thought I would repel people by asking them to pay me, but in reality the opposite happened. Since I launched my beta course offering 5 months ago, my Instagram account has grown by 1k people.

What is the accomplishment you are the most proud of to date?

Launching a course that teaches beginners how to invest. I had no idea how much work that would be, but it’s been incredibly rewarding so far. My beta offering had 42 people join and I’m about to launch the fully built course at the end of Sept. I scripted and filmed 26 videos and 18 screen share tutorials for this upcoming launch, so I am really proud of the work I’ve done as I know it’s going to help so many people start their investing journey.

When hiring for your team, what is your go-to interview question? Please share any hiring tips you can share from your experience?

Good question… I need to formulate these. I have hired a web/brand designer, an editor for my YouTube videos, a VA, a videographer for my course, a photographer and that’s it so far. I’ve leaned into the laws of attraction and synchronicity so far to hire everyone I have and it’s worked out great so far. 

How has your business or industry been impacted by the COVID-19 pandemic?

When it first hit, it gave me the idea to offer free individual services to anyone that needed financial guidance. I had over 30 people sign up and I gave them 1-3 calls depending on how much help they needed. This was before I had any paid offerings and it made me realize that I could charge for what I was doing. The time also taught me how to do everything virtually which is amazing because I can now help people anywhere.

What’s next for your business? What can we expect to see over the next few years?

I’ll have this upcoming course offering at the end of Sept. Then I’ll partner with affiliates to help me sell my course until it’s in the multiple 6 figure range and then go evergreen. I also have visions of speaking for big impactful events, being interviewed by the by the media, and really becoming the go to person for investing help for beginners.

What is the biggest lesson you have learned in 2020?

That it’s ok to just be. We aren’t in a race and it’s ok to chill when you need to. You can pick back up when you’re ready.

What do you know now that you wish you knew when you were first starting your business?

That it’s going to take time. Success is a process. We see all these stories of people doing X thing in 6 months or a year and it can feel really defeating. It takes time to learn what you’re even giving to the world in exchange for money and how to make that really good.

How have you managed to stay grounded this year?

100% my husband. He always reminds me that I am my own boss and I can take it easier on myself. I can extend my deadlines, miss an upload, and/or watch netflix for a week if I need to. He keeps reminding me that it will happen. It takes time.

Do you believe in work/life balance? What are some of your best tips?

I didn’t for a long time, but I saw how much time I was missing with my daughter and realized if I kept it up I would miss everything. What’s the point of success if you miss your kids’ childhood along the way. That’s what I leaned into as I transitioned into the entrepreneur life. Best tips would be to do what you truly want and to think about the opportunity cost of the choices you’re making.

What’s something our audience would be surprised to learn about you?

That I’ve lived in a few homeless shelters growing up. My dad was an alcoholic and my mom did her best, but she moved to America in her 20s and was on her own to figure everything out. She had an incredibly challenging life. It’s my driving force to do everything to give her the life she deserves.

What are your top 3 tips to stay productive each day?

Make a plan for the day. Put your phone on do not disturb while you’re working on your priorities. Exercise (I fail at this constantly, but my best days are the ones where I do this lol)

What does being an Entreprenista League member mean to you?

Fiercely going after your dreams and goals alongside other women who are doing the same! It’s incredible to see so many amazingly powerful, driven women in one place!

Share it!

Posted in
Tags

Leave a Comment





Vocalist, Coach, and Mamaprenista Estani Frizzell on Following Her Passion

Please share a brief introduction about yourself and your business: I’m a vocalist/songwriter with a specialty in music and vocal production. I was vocal coaching vocalists for a number of years before beginning my own business as a “one-stop shop” for all music production services. I get to know the client, their tone, musical influences,…

Mamaprenista and Modern as a Mother Founder, Gillian Wade, on Making Busy Moms’ Lives Easier

Please share a brief introduction about yourself and your business: I am a Digital Marketing expert turned Chef! I live in Orange County, CA with my husband and two kids. Creating quick, healthy recipes is my thing! Meal plans can be so time-consuming, but Modern as a Mother has meal plans that can actually make…

Ann Ragan Kearns’s Journey to Launching Odyssey Public Relations

Please share a brief introduction about yourself and your business: Ann Ragan Kearns started her career in Public Relations in the Communications and Marketing department at People Style Watch magazine. From there, she honed her PR prowess at multiple boutique agencies throughout New York City where she learned the perfect brand launch, executed disruptive strategic…

Accomplished Accountant Sophie Plappert on Launching a Practice of Her Own: SJP Services Group

Please share a brief introduction about yourself and your business: Sophie Plappert, a proud Nashville resident for over a decade, graduated with a Bachelor’s degree in accounting from Belmont University in 2012. Armed with years of experience in accounting, wealth management, and financial planning, she took the skills she’d learned— both accounting-wise and people-wise— to…

Mamaprenista and Wee Macree Founder, Julie Tingley, on being a Girl Mom and Community Builder

Please share a brief introduction about yourself and your business: Julie Tingley is a community builder, child advocate, girl mom, and writer. Julie spent 15 years as an award winning-sales representative in the medical industry before staying home with her two daughters. In 2018, she brought the KNOW Women to Florida with the first KNOW…

Mamaprenista Alicia Underwood, Co-Owner and Director at Socially Inspired, on Creating a Meaningful Presence Online and Beyond

Please share a brief introduction about yourself and your business: Hello! My name is Alicia Underwood, and I am the Co-Owner and Director of Digital Strategy at Socially Inspired. I’ve been in the social media space since the very beginning. Fun fact: I was in Twitter’s Focus Group before it became Twitter! I’ve owned my…

Wait….What?!: The FTX Lowdown with Madi Lieber

The last couple weeks have been an absolute roller coaster in the world of Web3. There has been some major drama with the collapse of FTX—but fear not, because one of our favorite guests is here to explain everything.  Today, we’re welcoming back Web3 expert Madi Lieber. Madi has a background in big tech—including time…

Balance is Bullsh*t with Alicia McKenzie of Lift Like A Mother

Any mother knows that having a child completely transforms your body. You may (and honestly probably will) lose muscle mass and your body composition may shift. When Alicia McKenzie found herself in that position ten years ago, she knew she had to do something to help other women going through the same thing.  In today’s…

Why Chase Ink is the Go-To Business Credit Card for Entreprenistas with Jenny Shum

After a few years in the wrong field, Jenny Shum pivoted into financial services. It was in that industry that she realized her passion of helping small businesses. She rose through the ranks because she loved finding new ways to overcome the challenges she faced. Now she is the General Manager at Chase Ink and…

Mamaprenista Charlett Albert on Embodying your Feminine & Masculine Energy to Create a Business and Life you Love

Please share a brief introduction about yourself and your business: Hi everyone! I am Charlett, a Sales Coach & Feminine Leadership Mentor. I was in corporate sales + marketing for 10+ years and transitioned to sales coaching online for female entrepreneurs when becoming a mommy. ✅ My job is to help you create consistent cash…

Carolyn Fellner of Fellner & Co Management on being the go-to Profit-Driven Online Business Manager

Please share a brief introduction about yourself and your business: I’m Carolyn Fellner, Owner of Fellner & Co Management and Certified Dashboard Designer. I’m the Profit-Driven Online Business Manager. I help established female entrepreneurs who run 6 and 7-figure businesses analyze their data and optimize their business, so they can make more money with fewer…

Mamaprenista Morgan Lituchy of Aaron & Otto on Turning a Creative Outlet into a Business

Please share a brief introduction about yourself and your business: Like many people, when COVID hit I needed to find a creative outlet to keep myself busy and not feel so isolated. My son Aaron was born 6 weeks early in October 2019. I was scheduled to end my maternity leave at the beginning of…

Following the Breadcrumbs: Jackie Courtney on Building a Web3 LVMH

Learning about Web3 can be a tricky thing. Finding reliable sources isn’t always the easiest task, and it’s made even harder in an industry where information is constantly changing and evolving.  Today, we’re sitting down with Jackie Courtney, an entrepreneur, investor, and Web3 & NFT enthusiast. Jackie got her start founding Nearly Newlywed, a company…

Beauty Services in a Dash with Carla Oliva of Dash Bar

One day in 2017, Carla had been looking forward to pampering herself before her vacation with her husband. However, after six hours, she had only been able to get three services. She realized there had to be a more time efficient way for women to get their beauty services done.  In today’s episode, we sit…

High Quality Cocktails at Home with Dominique Gonzales of Root Elixirs

After rising up through the ranks in the hospitality industry to become a bartender at many different cocktail bars in Northern California, Dominique Gonzalez found herself being the designated bartender at all the gatherings she would attend. An Entreprenista at heart, Dominique decided to use her bartending knowledge to fix the problem that many of…