Investing &
wealth building
for immigrants.
Because immigrants deserve to build generational wealth, too.
The system wasn’t built for immigrants.
But you can still invest and build wealth anyway.
Created by Immigration Attorney & Accredited Financial Counselor®,
Adina Appelbaum and Proud Immigrant, Mauricio Castillo Ferri
Our Mission & Vision
Immigrant Finance® is an online financial education company that empowers immigrants and their families to build generational wealth by learning how to invest, manage money, buy property, and start businesses.
Our mission is to help 1,000 immigrant families invest over $10 million together within the next 5 years.
We envision widespread financial power in the immigrant community and the ability for every financial institution, coach, and professional to know how to competently and meaningfully serve immigrant wealth builders.
What We Do
Our Immigrant Finance School® students become the first investors in their families, master the U.S. financial system, buy property, and grow businesses, including without a social security number or immigration status.
We’ve helped over 300 immigrants and their families get on the pathway to build wealth. And we’re just getting started.
That’s because more wealth in the hands of immigrants means stronger communities, the power to change immigration laws and policies, and building a more welcoming world for all.
As a Certified B Corporation®, we are part of a global community of businesses dedicated to using business as a force for good.
Who This Is For
We created Immigrant Finance so other immigrants and their families wouldn’t have to struggle navigating the U.S. financial system like we did.
👨👩👧 Immigrants and their families
💼 Financial Professionals & Leaders supporting immigrants
🌍 Social Impact Changemakers
You belong here if you’re ready to take back your power, build financial clarity, and create lasting change.
What Our Clients Say About Immigrant Finance School®
Read Our Blog
📚 Explore to learn clear, empowering financial guidance made just for immigrants.

Investing vs. Sending Money Home and How to Balance Both Without Guilt
For a lot of immigrant families, money doesn’t sit quietly in the same place. It moves across borders. It covers bills in two places. It

You Have $5,000 Saved: Should You Invest, Save, or Pay Debt?
If you’re an immigrant building your life from the ground up, this question approaches the topic from a new angle. Because it’s not just about

When Do You Pay Taxes on Investments?
If you’re new to investing, one of the most common questions is: When do you pay taxes on investments? Many immigrants worry that investing will create
Choose Your Path to Immigrant Financial Freedom
Whether you’re navigating the system yourself or guiding others through it, here’s where to begin:
Learn With Us
Begin with our Immigrant Financial Jumpstart Training
📚 Apply to Immigrant Finance School®
💬 Book a free consult to get personalized support
Curious to learn more?
Ready to Rise Up? Listen to the SYNARCHY Podcast
🎧 Tune into the SYNARCHY Podcast to hear Adina’s latest insights on how immigrants and changemakers are building wealth and impact.
Ready to Help Others? Help Lead the Immigrant Financial Freedom Movement
The Immigrant Finance Certification Program is a pathway for aspiring changemakers who want to grow wealth, leadership, and impact in immigrant communities.
🎓 Get trained on how to help immigrants build wealth + become a Certified Immigrant Finance® Professional
Our next live cohort begins in March 2026. Join our community of financial professionals & leaders leading the next wave of financial inclusion:
Curious to learn more? Watch the Free Training →
- Learn how to help immigrant clients build wealth, grow your impact, and step into leadership
- Discover how to create an additional business revenue stream while making a bigger impact
Education Programs
Core Services
Financial & Business Coaching
The Immigrant Finance School Live Coaching Program includes personalized, intimate guidance, support, and accountability so you break through financial, business, and mindset challenges and continue to the next step in your wealth building journey.
Financial & Business Online Education Programs
Step-by-step & practical guidance to help you start investing, build confidence with your finances, start a business, and create a plan to build generational wealth.
Workshops, Trainings & Research Projects
Learn about our customized workshops & trainings here. Check out an example of our research projects here.
Certification Program
We teach financial experts, advocates, and changemakers how to help immigrants build financial power (and also create an additional business revenue stream). Become a Certified Immigrant Finance Professional today.
Top Reasons to Choose Immigrant Finance®
Rare expertise in immigration law, finances, tax, mindset, & business
Specifically created for immigrants and their family members
Courses in both English & Spanish, broken down step-by-step
Culturally-sensitive and focused on practical real-life application
How We Help Immigrant Families Build Wealth
300+
Immigrants and their family members
We have helped start investing in the stock market, build financial plans, pay down debt, develop new income streams, and create systems to build wealth
35+
Businesses launched
We help our students launch businesses and learn core business marketing & sales skills as well as how to proactively set up business systems, legal protection, and business taxes & finances