As Latino entrepreneurship continues to surge across Florida, a powerful trend is reshaping the business landscape: the rise of financial education and strategic consulting as indispensable tools for long-term success. At the forefront of this movement stands Adriana Herrera, a seasoned financial and insurance strategist, CEO of Legacy Financial Team, and board member of the Dr. Phillips Chamber of Commerce. With her deep understanding of the unique challenges Latino entrepreneurs face, Herrera is helping business owners across the state build profitable, protected, and sustainable ventures.
“Latino entrepreneurs are becoming increasingly aware of the tools, trends, and education that can elevate their businesses,” says Herrera. “From business coaching and mentorship to financial literacy and digital marketing, they are embracing knowledge as a key to growth.”
Through her company, Adriana works hand-in-hand with Latino business owners to untangle complex financial challenges. These often include mixing personal and business finances, lacking proper profit and loss tracking, and failing to structure their companies in ways that minimize tax burdens.
She stresses the importance of assembling a financial team that includes a CPA, a lawyer, and a financial-insurance advisor, a trio she believes every business needs from the outset.
“Most of my clients don’t realize the financial opportunities or risks they’re exposed to until we sit down together,” she says. “My role is to educate and help them create a financial roadmap, not just for today’s needs, but for retirement, employee benefits, and legacy planning.”
One standout success story involves a Latino business owner who was profitable but overburdened with taxes and lacked a retirement plan. Herrera helped implement SEP IRAs, life insurance strategies, and employee benefit structures, resulting not only in improved tax planning but also in higher employee retention and better overall profit margins.
She notes a significant shift happening within Florida’s Latino business community, a movement from short-term hustle to long-term sustainability. Herrera credits this change to greater access to financial education, particularly via social media, and a growing understanding among Latino entrepreneurs of the importance of structured planning.
“We’re evolving fast,” she explains. “Latinos are realizing that a strong financial foundation is not just good business, it’s a legacy-building tool. That knowledge is power, if applied.”
Beyond the numbers, Adriana emphasizes the importance of culturally aligned consulting. As someone who shares her clients’ values, language, and community experience, she builds trust that’s crucial for deep, lasting partnerships.
“We do business with both logic and heart,” she says. “That connection makes it easier for us to understand each other and create strategies that reflect who we are and what we’re building, for ourselves, our families, and our communities.”
Perhaps most striking is that Herrera offers much of her expertise free of charge. She believes financial knowledge should be accessible, and she is passionate about removing cost as a barrier for early-stage entrepreneurs.
“It’s more expensive to do everything alone than to invest in the right guidance,” she says. “Consulting isn’t a cost, it’s a multiplier of profit, security, and peace of mind.”
As Latino business owners across Florida continue to take bold steps toward empowerment and excellence, professionals like Adriana Herrera are proving that with the right strategy and support, the American dream isn’t just alive, it’s thriving.