Welcome to SHENIX™

Join SHENIX

SHENIX™ helps Latinas make the best-informed money decisions. Accelerate your economic and social transformation, meet your financial goals, including investments to open your business, buy a home, and plan for retirement.

It’s easy to join

Set Up Profile

Users can select the investment services they need and answer a short survey that tell us more about their financial and career goals.

Get Recommendations

Immediately after the survey, users get a customized budget recommendation from our staff.

SHENIX™ takes care of the rest

We use the survey information to match you up to English and Spanish speaking financial advisors.

Learn with SHENIX

Sample this great content and more will be available in the app soon!

Keep coming back for more fresh content

• Webinars

• Empowering financial information

• Inspirational articles

• Get the latest information on Latinas in business

• Career advice

• More!

Meet the team

OLGA CAMARGO, AIF®

Financial
Retirement & Wealth

View Olga's Bio

Olga Camargo, AIF® has over 20 years of experience in the financial services industry. She is the CEO and Founder of SHENIX™, a fintech app built for Latinas and helps close the wealth gap to accelerate their economic and social transformation through culturally compatible financial education, professionally qualified Latino/x advisors and career coaches that speak English and Spanish. Olga is also a Partner at Toroso Investments and provides investment advisory services to individuals, businesses, and nonprofits. She specializes in servicing the Latinx community. Olga is the National Board Chair for the Hispanic Alliance for Career Enhancement, served as Forbes Business Council’s Financial Services Chair (2020-21); and is a 2019 Aspen Ideas Festival Ricardo Salinas Scholar. Crain’s named her among “Chicago’s Most Powerful Latinos”. She serves on the Illinois State Treasurer’s Hispanic Advisory Council, and Illinois Latino Legislative Caucus Foundation’s Economic Development Committee. Olga earned both her Bachelor of Science in Business and Master of Arts in Language, Literacy and Rhetoric degrees from the University of Illinois at Chicago. She holds the Accredited Investment Fiduciary or AIF® designation, an ethical certification issued by Fi360, formerly known as Center for Fiduciary Studies, and the Uniform Investment Adviser Law Examination, Series 65 License.

JUAN CARLOS AVILA, AIF®

Financial
Retirement & Wealth

View Juan Carlos' Bio

Juan Carlos is also Co-Head of FARO Advisory (a division of TOROSO Investments) and provides investment advisory and retirement plan advisory services to clients that include: high net worth individuals, business owners, public and private corporations, public sector entities, and not-for-profit entities and foundations.

Juan Carlos has 32 years of financial service industry experience. Prior to joining Toroso, he spent 3 years as a Senior Vice President with Mesirow Financial where he co-led an investment advisory practice. Prior to joining Mesirow Financial, Juan Carlos spent 19 years at Merrill Lynch where he was a Senior Financial Advisor, Vice President, with the Private Client Group.

Juan Carlos serves as Board Emeritus for the Hispanic Alliance for Career Enhancement (HACE), Trustee for the Illinois Children’s Healthcare Foundation (ILCHF), a trustee for the Chicago Community Catalyst Fund, and a trustee for National Louis University. He received his bachelor of science degree in economics from the University of Wisconsin at Madison, and his masters in business administration degree from Northwestern University Kellogg School of Management.

PATRICIA MOTA, MPA

Career Leadership Development & Salary Negotiation

View Patricia's Bio

Patricia is an innovative trailblazer, startup entrepreneur, author, connector, public speaker, and compassionate leader with a particular strength that exemplifies the mission of the Hispanic Alliance of Career Enhancement (HACE) to positively impact the workforce by cultivating the pipeline of Latinx/a/os talent and providing insight, access and support to their careers. Patricia serves as the President & CEO for HACE, leading strategy, fundraising & development, leadership programs, and expanding organizational reach on a national and international scale. Patricia is also a co-founder of SHENIX™, a Fintech tool to close the wealth gap that impact Latinas.  Patricia’s story of transition is one that is representative of many of the stories of those positively impacted by programs and opportunities through HACE.  Patricia is a proud Mexican-American, Latina, daughter of immigrants and first-generation college graduate and professional.  She is a fitness enthusiast, health and lifestyle aficionado.

Olga Camargo | Faro Associates

FORBES | COUNCILS – Ask An Executive: How Can An Executive Invest In Their Community?

Patricia Mota | HACE

NEW YEAR, NEW CAREER – Kick start the new year with a new career opportunity! Take the first step and upload and/or update your resume on our Career Center.

Christina Ezeagwuna | HACE

QUICK TIPS TO MAKE LEAPS AND BOUNDS INTO A FUTURE-PROOF CAREER – Here are a few things to strongly consider as you prepare for the hurtle…

Patricia Mota | HACE

HOW TO CREATE A TEAM VISION BOARD FOR 2022 – Whether you need your team to feel inspired in meeting daily goals, or you’re striving towards a personal dream career…

SHENIXplan options

INDISPENSABLE

Quick sign up and access to financial and career info.

For Latinas wanting to learn at their own pace.

$1 per month

 

✔️ Individual taxable account (no IRA)

✔️ 20% discount on one-on-one sessions with financial advisor or career coach

JEFA

More personalization guidance and support.

For Latinas ready to accelerate transformation.

$5 per month

includes everything from Indispensable and:

✔️ Access to IRA/ROTH accounts

✔️ Personalized retirement advisory services

✔️ Guidance on how to invest a 401(k)

✔️ Support for IRA transfers or 401(k)/403(b) rollovers

EJECUTIVA

Customized investment accounts for your money goals.

For Latinas optimizing their financial and career futures

$9 per month

includes everything from Jefa and:

✔️ Up to four customized investment accounts for each of your money goals

✔️ 50% discount on sessions with a financial advisor or career coach

Follow SHENIX

Contact: info@shenix.app    |    Privacy Policy    |    Terms and Conditions

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