| 词条 | Elaine King |
| 释义 |
}}{{Use mdy dates|date=September 2014}}{{Infobox person | name = Elaine King Fuentes | image = | birth_place = Lima, Perú | residence = Miami, US | occupation = International financial planning expert, writer, family mediation, motivational speaker |website ={{url|elaineking.net}} }} Elaine King is a Certified Financial Planner, writer and motivational speaker born in Lima, Perú. She lives in Miami. King has focused her career in financial education for families. She is the author of six financial planning books for parents, teens, children and immigrants. EducationKing completed post graduate studies in Family therapy at the Bowen Center for the Study of the Family, Georgetown University.[1] She also has an International Business Degree from St. Mary's University[2] and an International MBA from Thunderbird School of Global Management[3] She is a Certified Financial Planner,[4] Florida Supreme Court Family Mediator,[5] Certificate Family Business Advisor (Family Firm Institute) [6][7] and Certified Divorce Financial Analyst (Institute of Certified Divorce Financial Analysts)[8] CareerFrom 1996 to 2000, King was Investment Advisory Service Manager at Salomon Smith Barney (Citigroup)[9] She was Investment Manager of the Royal Bank of Scotland's Coutts (Latin America Division)[10] until 2004; then, she became Director of Gibraltar Private Bank & Trust's Wealth and Well-Being Planning Institute.[11] She worked there until 2011. In 2010 King published her first book, Family & Money Matters – Life lessons for the new generation. From 2010 to 2012 King served on the Collaborative Family Law Institute Board,[12] and in 2011 was managing director of The Lubitz Financial Group.[13] She won the Tumi USA award in 2011, which recognizes outstanding Peruvian immigrants.[14] Her second book, Family and Money, Made Easy!, was published in 2012. The book received an International Latino Book Award in the Best Parent / Family Book category.[15] She wrote two books in 2013: Tu plan de vida en Estados Unidos ¡Hecho fácil![16] and Saltarín,[17] a book that teaches children 4 to 8 years old the importance of planning. She was Vice President of Bessemer Trust Group during 2012 and 2013.[18] From 2014 to 2016 was Partner and Director of Family Education & Governance at WE Family Offices, providing consulting services for families seeking to address communication and economic issues.[19] In 2016 was member of the Miami Advisory Committee at the Family Firm Institute.[20] King is member of the board of OWIT (Organization of Women in International Trade) South Florida.[21] In 2017, she was chosen as one of the 25 Most Powerful Women by People en Español.[22] She speaks at conferences related to family financial planning and financial education.[23][24][25][26][27] Books
In the mediaTelevisionShe participated on interviews for CNN (Spanish), ABC, CBS, Univision, Telemundo, Mega TV, NTN24, RPP Noticias, Canal N, Andina de Televisión y Noticias Caracol.[28] PressKing has been quoted in The Wall Street Journal,[29] Fox Business,[30] NASDAQ,[31] MarketWatch (Dow Jones & Co.)[32] and Financial Advisor.[33] She also writes regularly for American Student Assistance,[34] the CFP Board of Standard blog, Gana Más Magazine,[35] El Comercio (Perú), Revista Dinero and El Peruano,[36] She was interviewed as "Mujer del Mes" (Woman of the Month) in Vanidades Magazine,[37] El Comercio,[38] Diario Gestion[39] and La República (Perú).[40] References1. ^{{cite web | last= | first= | title= King Letter of Attendance | url= https://www.flickr.com/photos/128964602@N07/15033075853/| date=| publisher= Bowen Center for the Study of the Family }} 2. ^{{cite web | last= | first= | title= Money is King | url= https://www.stmarytx.edu/money-is-king/| date= 2011 | publisher= St. Mary´s University }} 3. ^{{cite web | last= | first= | title= Thunderbird Magazine (p. 68) | url= http://www.thunderbird.edu/wwwfiles/pdf/about_thunderbird/publications/magazine/11-fall.pdf| date= 2011 | publisher= Thunderbird Magazine }} 4. ^{{cite web | last= | first= | title= Individual´s CFP Certification and Background | url= http://www.cfp.net/utility/verify-an-individual-s-cfp-certification-and-background/Details/?key=70f70472-063b-4a4f-9d72-fce38dbcd6d6&FirstName=elaine&LastName=king&State=FL&Page=1| date= | publisher= CFP Board }} 5. ^{{cite web | last= | first= | title= Dispute Resolution Center - Mediator Reporting System | url= http://199.242.69.70/pls/drc/name_report| date= | publisher= Supreme Court of Florida }} 6. ^{{Cite web|url=http://ffigen.org/cfba-graduates/|title=CFBA Graduates|last=|first=|date=|website=ffigen.org|archive-url=|archive-date=|dead-url=|access-date=}} 7. ^{{Cite web|url=https://www.cnbc.com/2014/09/08/find-the-perfect-advisor-for-your-business-with-5-easy-questions.html?view=story&%24DEVICE%24=native-android-mobile|title=Find the perfect advisor for your business with 5 easy questions|last=Osterland|first=Andrew|date=8 Sep 2014|website=cnbc.com|archive-url=|archive-date=|dead-url=|access-date=|quote="There are a lot of good-hearted people out there doing great things for clients, but compensation changes behavior," said certified financial advisor Elaine King}} 8. ^{{cite web | last= | first= | title= CDFA Members | url= https://www.institutedfa.com/cdfaProfile.php?num=21478&keyword=elaine%20king&fromAddress=| date= | publisher= Institute for Divorce Financial Analysts }} 9. ^.{{cite web | title=Elaine King's Biography |url=http://www.wefamilyoffices.com/team/elaine-king/| publisher=WE Family Offices }} 10. ^{{cite web | title=UHNW Advisors Seek Out Advisory Firm in Search of Fee-Only Model |url=https://www.reuters.com/article/2013/09/11/fl-we-family-offices-idUSnBw115360a+100+BSW20130911 | date=September 11, 2013 | publisher=Reuters }} 11. ^{{cite web | last= | first= | title= Gibraltar Private News Update |url=http://www.gibraltarprivate.com/newsletters/Newsletter-Winter2007.pdf | date= Winter 2007 | publisher= Gibraltar Private Bank Trust }} 12. ^{{cite web | last= | first= | title= Collaborative Family Law Institute Members | url= http://www.docstoc.com/docs/112594570/Collaborative-Family-Law-Institute-Members| date= 2012 | publisher= The Collaborative Family Law Institute }} 13. ^{{cite web | last= | first= | title= Elaine King joins Lubits Financial Group as managing director of wealth planning | url= http://miamiherald.typepad.com/movers_in_south_florida/2011/04/elaine-king-joins-lubits-financial-group-as-managing-director-of-wealth-planning.html| date= | publisher= Miami Herald Blog }} 14. ^{{cite web | last= | first= | title= Ganadores Premios Tumi USA | url= http://www.tumiusa.org/ganadores.html| date= 2011 | publisher= TUMI USA }} 15. ^{{cite web | last= | first= | title= International Latino Book Awards 2013 | url= https://app.box.com/s/rzw14zibtw7vtn0mbd22/1/892715210/8385092906/1| date= | publisher= }} 16. ^{{cite web | last= | first= | title= Tu plan de vida en Estados Unidos ¡Hecho fácil! | url= https://www.amazon.com/Estados-Unidos-Hecho-Spanish-Edition/dp/0142427403/ref=tmm_pap_title_0?ie=UTF8&qid=1381376713&sr=8-4| date= | publisher= Amazon.com | language=spanish }} 17. ^{{cite web | last= | first= | title= Saltarín | url= http://www.librosalfaguarainfantil.com/uploads/ficheros/libro/primeras-paginas/201310/primeras-paginas-saltarin.pdf| date= | publisher= Libros Alfaguara Infantil | language= spanish}} 18. ^{{cite web | last= | first= | title= People on the Move | url= http://www.bizjournals.com/southflorida/print-edition/2012/03/16/people-on-the-move.html| date= March 16, 2012 | publisher= South Florida Business Journal }} 19. ^{{cite web | title=Elaine King's Biography |url=http://www.wefamilyoffices.com/team/elaine-king/| publisher=WE Family Offices }} 20. ^{{Cite web|url=https://ffipractitioner.org/2016/05/11/myths-and-realities-about-culture-and-families-examples-of-latin-families/|title=Family Firm Institute Practitioner: Myths and Realities about Culture and Families: Examples of Latin families|last=|first=|date=|website=ffipractitioner.com|archive-url=|archive-date=|dead-url=|access-date=|quote=Elaine is a member of the Miami Advisory Committee for the global conference.}} 21. ^{{Cite web|url=http://www.owit-southflorida.org/board-members|title=Board Members OWIT South Florida|last=|first=|date=|website=owit-southflorida.org|archive-url=|archive-date=|dead-url=|access-date=}} 22. ^{{Cite web|url=http://peopleenespanol.com/chica/25-mas-poderosas-people-en-espanol/elaine-king|title="Las 25 más poderosas" - Elaine King|last=|first=|date=March 9, 2017|website=peopleenespanol.com|language=spanish|archive-url=|archive-date=|dead-url=|access-date=}} 23. ^{{cite conference |title= Personal Planning Strategies |date= March 31, 2011|location= Politécnico Grancolombiano, Colombia|url= https://www.youtube.com/watch?v=2Ym7Q3BPnmE}} 24. ^{{cite conference |title= Projecting money management to achieve a better quality of life |date= August 15, 2011|location= Universidad del Norte, Colombia|url= http://www.mineducacion.gov.co/cvn/1665/w3-article-279127.html}} 25. ^{{cite conference |title= II Congress of Consumer Protection and Financial Education |date= Apr 16–17, 2012|location= Bogotá|url= http://www.finanzaspersonales.com.co/ultimas-noticias/articulo/este-16-17-abril-sera-segundo-congreso-proteccion-consumidor-educacion-financiera/45123}} 26. ^{{cite conference |title= Financial Conference based on the book: La Familia y el Dinero ¡Hecho Fácil! (Family and Money, Made Easy!) |date= August 3, 2013|location= Feria Internacional del Libro(FIL) 2013, Perú|url= https://www.sbs.com.pe/conferencia-la-familia-y-el-dinero-hecho-facil}} 27. ^{{cite conference |title= X National Symposium of Experts on Finance |date= Sep 26–27, 2013|location= Pontificia Universidad Javeriana, Colombia|url= http://www.asobancaria.com/portal/page/portal/Eventos/eventos/proteccion_al_consumidor_2012/Tab1}} 28. ^{{cite web | last= | first= | title= Elaine King's interviews | url= https://www.youtube.com/user/ElaineKingFP/videos| date= | publisher= | language= english, spanish }} 29. ^{{cite web | last= Rosman | first=Catherine | title= Passing on Wills...and Passwords | url= https://www.wsj.com/articles/SB118860185688415130| date= September 1, 2007 | publisher= The Wall Street Journal }} 30. ^{{cite web | last= Bowden | first=Marilyn | title= Get Help With Raising Grandchildren | url= http://www.foxbusiness.com/personal-finance/2011/02/23/help-raising-grandchildren/| date= February 23, 2011 | publisher= Fox Business }} 31. ^{{cite web | last= | first= | title= Financial Planning for Launching a Small Business | url= http://www.nasdaq.com/article/financial-planning-for-launching-a-small-business-cm188013| date= November 7, 2012 | publisher= Nasdaq }} 32. ^{{cite web | last= Powell | first= Robert| title= Don't let these 6 surprises wreck your retirement | url=http://www.marketwatch.com/story/dont-let-these-6-surprises-wreck-your-retirement-2013-06-27 | date= June 27, 2013 | publisher= Market Watch }} 33. ^{{cite web | last= Lawrence | first= David| title= The Art of Collaboration | url=http://www.fa-mag.com/news/the-art-of-collaboration-5748.html | date= August 2, 2010 | publisher= Financial Advisor }} 34. ^{{cite web | last= | first= | title= Elaine King's articles | url= https://www.saltmoney.org/content/search?searchCriteria=elaine+king&IS=true| date= | publisher= Salt, American Student Assistance }} 35. ^{{cite web | last= | first= | title= Tu patrimonio va más allá de sólamente las finanzas | url= http://www.revistaganamas.com.pe/index.php/component/k2/item/83-tu-patrimonio-va-mas-alla-de-solamente-las-finanzas| date= August 14, 2014 | publisher= Gan@ Más | language= spanish}} 36. ^{{cite web | last= Dominguez | first= Sonia| title= El 40% de familias peruanas se informa para endeudarse | url= http://www.elperuano.com.pe/edicion/noticia-el-40-familias-peruanas-se-informa-para-endeudarse-4771.aspx#.U_qK6Ei-kS8| date= April 23, 2013 | publisher= Diario El Peruano | language= spanish }} 37. ^{{cite web | last= | first= | title= Elaine King, Experta en Finanzas | url= http://www.ifaydi.com/images/media/2012_08_01%20Mujer%20Vanidades%20Agosto.jpg| date= | publisher= Vanidades | language= spanish }} 38. ^{{cite web | last= | first= | title= Elaine King: "Hoy la gente habla más de sexo que de la necesidad de ahorrar" | url=http://elcomercio.pe/economia/personal/elaine-king-hoy-gente-habla-mas-sexo-que-necesidad-ahorrar-noticia-1371576 | date= February 8, 2012 | publisher= El Comercio | language= spanish }} 39. ^{{cite web | last= | first= | title= Finanzas familiares: "Antes de ahorrar, es necesario cubrir el fondo de emergencia" | url=http://gestion.pe/tu-dinero/finanzas-familiares-antes-ahorrar-necesario-cubrir-fondo-emergencia-2013110 | date= September 26, 2012 | publisher= Diario Gestión | language= spanish }} 40. ^{{cite web | last= | first= | title= Atrévase y aprenda a ser disciplinado en ahorrar su dinero | url= http://www.ifaydi.com/images/media/2012_02_26%20La%20Republica%20-%20Economia%20-%2026-02-12.jpg | date= February 26, 2012 | publisher= La República | language= spanish}} External links
5 : Living people|Financial advisors|Financial planners|Motivational speakers|Year of birth missing (living people) |
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