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Bilingual Retirement Planning Communications
 


 

Who is Buenfuturo?

We are a team of experts with a unique combination of skills and experience, ready to provide your company with targeted, innovative, effective, and affordable communications products and services designed to meet the specific needs of Hispanic-American investors. Our team is led by Carla Martinez, Founder and President.

Carla Martinez

Her financial experience includes ten years of working with financial institutions in retirement plan consulting, mutual fund marketing, trust auditing, and sales for Bank of America. Martinez developed a new market for Bank of America's Pacific Horizon Funds with $15 billion in assets resulting in sales and asset management of more than $800 million and was responsible for sales of defined contribution plans for a company with more than one billion dollars in retirement plan assets.

She has over eight years experience in bilingual education, that covers conducting bilingual enrollment meetings. These meetings resulted in increased deferrals, 97% employee participation, and 40% annual asset growth.

Carla Martinez' credentials:

• Member of the Society of Professional Administrators and Record Keepers (SPARK)
• Member of United States Hispanic Chamber of Commerce
• Series 6 and 63 license
• Certified Trust Auditor through Cannon Financial Institute
• Bilingual teaching credential certificate
• BA in Education from California Polytechnic University
• Member of Webgrrls-Los Angeles chapter, an association of women Internet professionals
• Member of the Association of Internet Professionals

The Team

Behind every great leader is a dedicated team of experts. Our team includes retirement plan specialists, educators, writers, translators, programmers, designers, certified financial analysts, and legal counsel, all with extensive experience in their fields, working together to maximize our resources in order to deliver the best bilingual retirement education programs and materials available today.

Christine Gebhard

Christine Gebhard, e-business manager for EXINIT Inc, helped develop the extraordinary Web design and Web programming for Buenfuturo. EXINIT Inc provides technical solutions for established and start-up businesses, assisting them to achieve a successful Web presence. Ms. Gebhard is responsible for the creation of e-business and e-learning strategies, and she has an MBA with concentration in e-business. She shares the following tip: Listen to your customers and give them more than they expect.

Carlos Acosta

Carlos Acosta is the Human Resources manager for Moldex Metrix and has been in human resources management in manufacturing companies in the Los Angeles area for over 40 years. As a manger in companies with a large Hispanic-American employee base, he has experienced first-hand the needs and challenges facing Spanish-speaking employees. He and Ms. Martinez collaborated to develop the user-friendly and culturally-sensitive content for Buenfuturo.

Gabriela Hebin

Gabriela Hebin is the Director of SpanTech Translations, which specializes in translating technical documentation. For Buenfuturo she translated the English content into Spanish. Ms. Hebin has been a translator and editor for the past ten years. She says that SpanTech will make you look good in any language.

Jeffrey P. Ricker, CFA

President of his own company for the past 16 years, Jeffrey P. Ricker is a chartered financial analyst (CFA) from San Francisco. He has a B.A. from Vanderbilt University and an M.B.A. from the University of Chicago. His participation with Buenfuturo includes developing equations for retirement planning tables and recommending the asset mix. He has over 20 years of experience designing investment strategies while specializing in microcaps, equity valuation, and market timing. He is happy to share a tip with you: Investigate before you buy.

Jessica Baskin Taylor

Jessica Baskin Taylor is a self-employed bilingual writer and editor. She has done writing and editing in both Spanish and English for a large corporate training company as well as for the Internet division of a national telecommunications firm. With an M.Ed. in Education, Ms. Taylor has taught and tutored Spanish at all levels, from pre-school through college, and has worked as a writer/editor for the past ten years. Her writing, editing, corporate training, and education skills are put to use by Buenfuturo in the form of editing all written materials, both printed and online.

Alfred Klein, Esq.
Rodi, Pollock, Pettker, Galbraith & Cahill

J.D. University of California, Berkeley, 1971; B.A. in English, University of Michigan, 1968. Mr. Klein Specializes in representing and counseling management in labor and employment matters. He was an Instructor, Legal Writing and Research, University of California, Hastings College of the Law, San Francisco, California, 1973-1974. He is a lecturer and moderator and is listed in Who's Who in American Law, and Who's Who in California. He has been quoted on various labor and employment law topics in Newsweek, Business Week, USA Today, Los Angeles Times, Daily News, Orange County Register and Los Angeles Daily Journal.

Mr. Klein has been Ms. Martinez legal and business advisor since 1995. He has provided vision, strategy, and advise related to Buenfuturo business matters and counsel on labor relations and contract negotiations.

Anthony Paular

Designer Anthony D. Paular brings many years of publishing experience to the table. Having filled roles from Graphic Artist to Art Director and Production Manager for a major educational publisher, Paular has a full range of knowledge of the design and printing process. Armed with a degree in Illustration from California State University, Long Beach, his designs are created with an artist's touch.

John P. Bagley, CPA

John Bagley earned his accounting degree from the University of Idaho and his Master's degree in Taxation from Pace University New York. He is a principal at Schuch, Bagley and Associates and has been Ms. Martinez's personal accountant since 1994. Mr. Bagley has been instrumental in advising Ms. Martinez on various business maters related to Buenfuturo, including tax planning, financial budgets, and capital expenditures, and more recently assisted in the formation of Buenfuturo, LLC.

Kris Kahrs

Kris Kahrs is one of the Internet's top e-business strategists, with extensive experience in the entertainment industry, non-profits, and Internet start-ups. With this knowledge she assisted Buenfuturo by providing insightful strategies and vision. As the appointed president of Webgrrls-LA, Kahrs successfully launched WGLA's coffee house online chats and internship programs with area universities, and grew membership by 95%. Prior to Webgrrls, she worked for Warner Bros. Consumer Products division helping to reduce their cost of sales from $10 million to $2 million while increasing product, as well as determining feasibility of licensing agreements with NASCAR, Morgan Creek Entertainment, and others.

Prior to Warner Bros., she was recruited by NBC's cable and strategic development division in New York, where she played an integral role in NBC's launch into new media, working on strategic partnerships with Your Choice TV, TV-Azteca, and Microsoft. Kahrs holds a B.S. in Communications with minors in Russian, German, and French from Ithaca College.

Karyn Zoldan

Karyn Zoldan edited the English content for Buenfuturo. As president of Bridge Marketing for the past three years, she has been busy writing savvy Web content for small- to medium-sized businesses. As a freelance writer she has contributed to numerous online and print publications, including WeddingBells magazine, Arizona Daily Star, Inside Tucson Business, ZDTV, and Access magazine. Ms. Zoldan has been co-editor of Web Digest for Marketers for two years.

Lance Stuetzle

Lance Stuetzle is Buenfuturo's technical "right hand man." He provided endless input on the type of operating system to be used, bandwidth issues, and software administration. He has a B.S. in Telecommunications Technology from Mt. Sierra College and has five years of experience with telecommunications infrastructure, Internet server/Intranet consulting, WAN (wide area network), and LAN (local area network) consulting. Mr. Stuetzle's specialties include Broadband Linux router/firewall integration and Apache Web server configuration.
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