2 minute read

Opportunity Bites! Fired up about family finance

Our next gunslinging, show-

stopping buckeroo is surely the opportunist of the century.

Alongside co-founder Julie Scotland, Pauline Roteta saw a gap in the market. A gap bigger than the market. A gap so glaringly obvious and relevant that we’re puzzled nobody thought of it before. And that gap is financial inclusion for families. Using her epic financial skills, Roteta walked away from her portfolio manager role at Blackrock to set up a family-first financial service for everyone. Yes Roteta! Finding her inspiration

So, what inspired this brave Buckeroo to make such a drastic leap? “I spent two months living with my older sister and helping out after my niece Sophia was born. In her tight LA apartment, I became a part of intimate discussions she was having with her husband around new family finances”, Roteta reveals.

“After we tried and failed to get access to a financial advisor, I worked with them to get organized, fill the gaps and set up systems to keep tracking towards their family goals. It was exciting to help my sister and her family, but I am most proud about taking action to make sure other American families can also feel less stressed knowing their house is in order”. BAM! We love a good story, and especially one that ends in a brand new financial founder!

Letting go of the trapeze

What really stood out to us about Roteta was how she left her hard-won investment management role to take a bit of a risk. We’re really into that. So, we gave her a bucketful of extra points for being brave and standing by her convictions. Team Roteta!

We asked this buckaroo more about her journey and whether she got a bit freaked out about making such a big change. Her reply was profound, poetic and circus-themed! Excellent! “One of my mentors said to me last year “Life happens when you let go of the trapeze”. That really stuck with me and helped me make the decision to leave Blackrock to start Pasito”, Roteta explains.

“When you let go of a trapeze and leap for another, you can fall but you can also swing back and reach further. Many times, entrepreneurs get the advice to build as much as possible while still holding on to their jobs. You must let go of the trapeze to truly make it to where you need to go”. Gahhh… Anyone else got goosebumps?

We love the family-first mission behind Pasito and the easy way that employers can sign up to give their staff benefits. And hot off the press, we've just learned that this fierce fintecher has now expanded her service to all employees... Not just parents and families. A big, massive tick from us. Welcome to Team Buckaroos Roteta!

Pauline “Family First” Roteta Co-founder & CEO Pasito

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