Beatriz Duarte is originally from Michoacán, Mexico, and immigrated to the United States 31 years ago in search of better opportunities and education. Over the years, she realized that, coming from a different country, she had the wrong impression about building wealth. However, she learned that it’s not as hard as people think, and now, Beatriz is dedicated to helping others understand their finances.
She is especially passionate about supporting the minority community, where hardworking individuals are often focused on making a better life for their families but have limited knowledge when it comes to building generational wealth. As a Client Service Associate at Arbor Wealth Strategies, Beatriz is proud to be part of a team that truly makes a difference in clients’ lives. With their knowledge and guidance, they help people navigate their finances and offer them a company they can trust, like family.