A Business with Heart. The Path to Legacy.
Built with heart. Driven by purpose. Making an impact.
Corazón Advocates is more than a career path — it’s a movement to empower families and strengthen communities through financial advocacy and entrepreneurship.
Why Join Corazón?
Discover what makes Corazón different and how we’ll help you create a career with impact, purpose, and lasting success.
- Training That Empowers: Get the skills and tools to build your financial coaching practice and confidently serve Latino families and communities.
- A Mission That Matters: Serve Latino families and strengthen communities with a heart-centered approach to building generational wealth.
- Mentorship & Support: Learn from proven mentors, practical resources, and a supportive team that understands Latino culture.
- Create Generational Change: Build a career that leaves a lasting mark for your family and community.
Who you are
What is a Corazón Financial Advocate?
A Corazón Financial Advocate is someone with heart and a proven record of helping their community, whether through volunteer work or their actual jobs. They are also people who serve as role models in their community, have work experience in another sector with transferrable skills, care about the financial well-being of their Latino community, want to do well by doing good, and are passionate about making an impact.
The Corazón Career Path
Just like the heart has four chambers that work together to give life,
your career with Corazón has four core pathways that fuel your growth as a Financial Advocate:
1. Corazón Education — The First Beat
Where your journey begins. We train and mentor the next generation of community leaders. This is where you gain the financial knowledge, tools, and mindset to build your practice with heart and purpose.
2. Corazón Career — The Growth Chamber
Where you launch and grow your practice. Get marketing support, client-ready tools, personal development, and (if you choose) guidance to earn your insurance license.
3. Corazón Partners — The Impact Chamber
Where you deepen your impact. Connect clients to critical services like financial planning, investments, living trusts, and special needs planning — and earn referral income.
4. Corazón Community — The Heartbeat
Where you connect with like-minded peers. Work in cohorts, share ideas, and grow together. Your Corazón community becomes your support system.
We believe our communities thrive when we thrive. At Corazón, your growth doesn’t just earn you income—it creates impact. As you succeed in impacting others you help protect more families and build something you can pass on.
What You Can Offer
Offer trusted financial solutions and empower families in your community, all while making a living.
1. Financial Coaching
Guide families toward financial confidence with exclusive tools and resources from Louis Barajas. You’ll gain access to proven worksheets, presentations, and coaching systems you can offer as part of your business and charge for, giving you another stream of income while helping your community thrive.
Earning Stream: Financial Coaching Fees
2. Earn Fees Across Financial Services
Your clients will always remain your clients. When your clients need advanced financial services, you’ll partner with a Corazón CFP®, a Corazón-Approved Registered Investment Advisor, or Corazón Special Needs Specialist to provide the right solutions—while you continue to earn commissions and maintain the client relationship.
Earning Streams: Referral fees for financial planning, investments, estate planning, and special needs planning
- Estate Plan Administration
- Special Needs Planning
- Coaching Clients on
- Budgeting
- Retirement Preparedness
- Investment Education
- Insurance Education
- Financial Life Transitions
As a Financial Advocate, you are not permitted to provide financial, investment, or tax advice without the proper licenses or designations. That’s why your partnership with Corazón’s credentialed professionals is key to serving your clients responsibly and effectively.
3. Life Insurance Solutions
- Provide Life Insurance to help families protect what matters most through Corazón Financial and Insurance Services
Earning Stream: Core commissions (license required)
4. Retirement Growth Products
- Offer retirement solutions to provide your clients with secure retirement growth options
Earning Stream: Promoter Fee
5. Medicare Solutions
- Help individuals navigate their Medicare options and secure the coverage they need.
Earning Stream: Core commissions (license required)
Become a Community Financial Advocate
Go beyond selling products—step into a trusted role in your community. As a Corazón Advocate, you’ll lead with heart, provide guidance families can depend on, and become known as a changemaker who uplifts and empowers Latino households.
Your Heart. Your Hustle. Your Legacy.
Everything You Need to Succeed
We can teach you the business. What we can’t teach is heart.
Gain in-depth knowledge of insurance products, business strategies, and community-focused approaches through workshops, webinars, and on-demand lessons.
Access professionally designed marketing materials, including brochures, flyers, and digital content, to effectively reach and engage your clients and social media support.
Access Louis Barajas’ exclusive coaching worksheets and a powerful CRM to manage clients, track progress, and deliver guidance with confidence.
Stay ahead with regular workshops and events designed to expand your knowledge, skills, and connections in the industry.
Work closely with experienced mentors who provide guidance, support, and actionable advice tailored to your goals and challenges.
If you’re not yet licensed, we’ll guide you through the licensing process and ensure you’re set up for success as a Corazon Financial Advocate.
Share valuable insights with your clients through our professionally crafted monthly newsletters, designed to keep you top-of-mind and build trust.
Be celebrated for your achievements with exclusive recognition events, competitions, and opportunities to earn bonuses and equity.
Our headquarters team is always ready to assist with any questions or needs, ensuring you have the resources to grow your business.
Connect your clients with Corazón’s network of CFP®s, RIAs, and specialists, giving them expert solutions while you remain their trusted advocate.
Whether you’re new to financial services or already helping families, Corazón gives you the platform, training, and support to grow a business rooted in culture, compassion, and community. Here, you’re not just selling policies — you’re changing lives, including your own.
What You Need to Join
Step 1: Application
To begin, there is a one-time $125 non-refundable application fee, which covers your background check, credit check, character profile and personality assessment, an important step to ensure you're prepared and positioned for long-term success.
Step 2: Onboarding
Begin your Corazón onboarding process with training in financial advocacy, business tools, and marketing strategies.
- Financial Advocacy Training Program
- Financial Tools and Training Program
- Financial Marketing Training Program
Step 3 (Optional): Corazón Life Insurance License
Get assistance with your state insurance licensing (additional fees apply) and contracting through Corazón Financial & Insurance Services, LLC, guided by experts Barry Cunningham and Daniel Guillen.
Don’t Have an Insurance License Yet?