Let’s Talk About Wealth
Mentoring Matters Live is a monthly live show where we highlight mentors across the globe. Our mentors are here to share their wisdom and provide insight on how you can grow personally and professionally to be a great leader.
In May 2021, we had the opportunity to highlight an important topic that’s often overlooked for women and minorities, wealth and finances. Mahalene Dulay, the founder of Vista Del Mar Wealth Management and Wealth Advisor joined us for an important discussion about the role that money plays in our lives while sharing her perspective of being a woman in a male dominated industry and how mentors have helped her thrive.
The Importance of relatability in a mentor – Mahalene shares her journey of entrepreneurship while navigating motherhood and why she believes it’s important to have a mentor who can relate to your situation.
Holistic wealth planning – Mahalene shares how she works with her clients to create a holistic wealth plan that helps them truly understand the impact money can have in all areas of their lives. Since financial wealth management and planning is often a male dominated industry that solely focuses on investing to grow your financial portfolio, Mahalene created a system that helps her connect with her clients by really taking a look at all of the areas affected by finances. Her unique goal centered approach starts and ends with your why.
Women are adaptable! We’ll build our own table – Mahalene emphasizes her belief that women can succeed in a male dominated industry. In 2020, more than ever, women have proven to be adaptable, flexible and strong. Women don’t need a seat at the table that’s saved for them, they create their own table and build their own communities.
As a proud daughter of Filipino immigrant parents, Mahalene has always known her life would be spent on empowering individuals to feel more confident about their most important financial decisions. For more information on Mahalene and Vista Del Mar Wealth Management, visit her website at: www.vistadelmarwm.com
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