• Episode 13 | Eradicating Financial Trauma with First-Gen Latina Sonia Castelan, AFSP

  • Mar 10 2025
  • Duración: 51 m
  • Podcast

Episode 13 | Eradicating Financial Trauma with First-Gen Latina Sonia Castelan, AFSP

  • Resumen

  • I am elated to introduce Sonia Castelan, AFSP, to this week's podcast! Sonia is a first-generation Mexican American, corporate quitter, tax professional and strategist, and successful business owner!


    After feeling burnt out and betrayed working in corporate America, Sonia decided to leverage her skills in marketing data analytics to become a certified tax professional. After amazing feedback from family and friends, she decided to share her expertise on social media and pivot to tax strategy for BIPOC entrepreneurs and individuals.


    As the first child to move out, graduate from college, land a corporate job, and build her tax firm, Sonia's determination to live a life in alignment with her intuition and values has bled into and blessed not only her family but hundreds of BIPOC individuals who don't know the ins and outs of how tax strategy can save them thousands.


    Sonia is the oldest daughter of immigrant parents, and she has experienced firsthand the difficulty of generational trauma and insecurity surrounding money. She has made it her life's mission to educate the BIPOC community and individuals about financial freedom and liberation.


    Hire Sonia as your certified tax strategist!


    Follow Sonia on Instagram, LinkedIn, and TikTok for her corporate journey, financial tips, and education.


    Sign up for Sonia's newsletter to get your FREE TAX E-GUIDE, to better understand the tax breakdown, and to learn how a strategy can help you save.


    I am so grateful for women like Sonia, who have fought for a dream and have shown people like her that they can do it, too. Thank you for supporting Sonia here on the podcast; it means the world to me!


    Xo, Amber



    Thank you from the bottom of my heart for listening! If you feel called, please reach out:
    GUEST APPLICATION: Please apply if you are a marketer or creative and want to share your story on the podcast!
    EXPERT GUEST APPLICATION: Please reach out if you are a professional with a specialty that would benefit our community.
    SMALL BUSINESS SUPPORT: If you need operations support or creative marketing help, please reach out. I would love to work together!
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