Adam Tafoya

💵“The Professor” at Educated Wallet | Expert in Financial Education and Coaching | Financial Education Benefits for Your Employees | Millennial Money Hacking Guide 😃

Role
Rotary Member at Rotary International
Location
Albuquerque, NM, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Adam Tafoya

Educated Wallet provides businesses with low cost financial education benefits for employees to reduce financial stress, improve company culture and increase productivity—· The #1 cause of stress for your employees is money. With Educated Wallet, you can lower financial stress among your employees, increasing their quality of life, and in turn increasing productivity while at work.· Are you having trouble attracting the best candidates because of competition on benefits with the bigger guys? For small and medium size companies, benefits can be a deal breaker for many candidates. With Educated Wallet, you can add a low cost and valuable benefit to your package to continue attracting the best candidates for your business.· Are you struggling with employee turnover? One of the biggest reasons employees leave is for a higher paying job that helps relieve financial stress. We can help you provide a way to reduce financial stress to your employees, leading to higher retention and lower turnover.· Do you find a low percentage of participation in your company 401K plan? Studies show an average of 30% participation in 401k plans. By educating your employees, you increase participation in 401k, giving the company a higher tax deduction, win-win right?· Is your company culture in need of a face lift? We can help you create a culture of learning and improvement which will improve your company culture and lead to higher productivity and involvement.For the last 8 years, I have had the pleasure of serving as a financial advisor to a multitude of clients. I started Educated Wallet to give companies a way to provide value to their employees and help them reduce financial stress. Educated Wallet gives your employees access to the following and more:· Financial Education· Licensed Financial Advising· Retirement Planning· College PlanningCheck my recommendations to see what people are saying about us!I grew up with a great passion to help other people, work hard and have fun. Working on my grandpa\'s ranch in Montana every summer helped me to learn how to work hard. Living in Brazil for 2 years taught me how amazing people are and how fun and awesome service and helping others can be. And Rock climbing, playing guitar and raising 3 kids have taught me how to be creative and have fun. I\'ve funneled that passion and all my learning experiences into the work I do today. So if you\'re you a human living on planet earth that needs money to buy things and do things, the Educated wallet community is for you-)

Experience

  1. Rotary Member

    Rotary International

    May 2016 — Present · Albuquerque, NM, US

Education

  • The University of New Mexico

    BS, Portuguese/ Spanish Major

    2005 — 2012

  • The University of New Mexico

    Masters(1 yr), Spanish and Portuguese

    2012 — 2013

Skills

  • Word
  • Public Relations
  • Research
  • Translation
  • Mentoring
  • Writing
  • Mac Os X
  • Teaching
  • Entrepreneurship
  • Powerpoint
  • Microsoft Excel
  • Editing
  • Microsoft Word
  • International Relations
  • Public Speaking
  • Leadership
  • Intercultural Communication
  • Portuguese
  • English
  • Customer Service
  • Volunteer Management
  • Microsoft Office
  • Spanish

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Adam Tafoya — Rotary Member at Rotary International in Albuquerque, NM, US | Unifers