GeeGoals

We appreciate the opportunity to network yesterday with @OracleNetsuite’s clients at the Crypto Stadium , learn about their amazing companies and share with them about our upcoming product . Special thanks to Diego Fill , Emily T. Davila and George Ploss, MBA ?? for making it happen. We are more than grateful for the opportunity and support .

If your small business needs Access to Capital to start , there is no better place than #cdcloans and for a top tier experience Connect with Iman Cotton, MBA - Fin, MAFM , she is knowledgeable, experienced and with a great energy. We also had the opportunity to re-connect with Noé Castillo from Chase that allow us to truly understand the process and path that GeeGoals need to take in order to become a supplier for Customer Acquisition with Chase. Noe this information was a truly an eye opener for us, and we thank you for supporting us in our journey. Thank you at LA Chamber of Commerce for putting together such a great event .

We honor our veterans by celebrating the same values that they celebrate. Integrity , honesty , transparency and sacrifice. While to the general public all banks do offer the same products and services . The experience , is what makes a real difference in their business journey. Connect with great bankers and deposit your money in institutions that care about your growth. Thank you for your service ??

?? Financial Education Matters! As business owners, we often prioritize growth but overlook one critical element: understanding our financial options. Recently, we helped a small business avoid a costly loan that could’ve led to severe cash flow issues. High-interest rates and unfavorable terms can trap businesses in a cycle of debt. ?? Here are some tips: 1. Explore Local Banks & CDFIs: These institutions often provide better terms and understand your community. 2. Be Bankable: Work on your financial health—strong records and cash flow help you secure the right loan. 3. Don’t Settle for High Interest: Compare offers and think long-term. At GeeGoals, we connect small businesses with the right financial partners, and help you become Bankable so you can access the resources and connections to thrive—not just survive. Let’s make financkal literacy a core part of business growth. ?? #FinancialEducation #SmallBusinessGrowth #BankingSolutions #GeeGoals #cdfis #localbanks If you don’t care about any of that , then you will end up meeting … DEBTCULA

Amazing connection with the team at BMO at the Small Business Expo last week. It was exciting to know more about the zero barrier program that BMO is offering to small businesses. Affordable and responsible lending is available through great local bankers such as Doug Jenkins and Daniel Rodriguez . Make the jump from transactional banking to a personalized experience and you’ll see the difference right away when it comes to interacting with the banking industry.

Building strong communities and learning from successful founders is key to our growth and impact. At GeeGoals, we are committed to helping small business owners from humble beginnings become bankable, empowering them to build wealth through the power of meaningful banking relationships. We recently had the pleasure of attending the Money Fest Event hosted by #SumaApp, where we connected with their inspiring founder Beatriz Acevedo and her team. It was a valuable experience that demonstrated the importance of building a strong community around your product , something we aim to replicate with GeeGoals as we develop our platform for small business owners, business bankers alike. Additionally, we had the chance to re-connect with Diana Mendez from Upa Plan, a virtual advisor helping migrants on their path to success, and even met Pavel Pardo, a former professional soccer player from the Mexican National Team. Moving forward, we are focused on building a community that supports small businesses by connecting them with ethical and industry-specific bankers. By creating an ecosystem of trust and opportunity, we ensure that businesses have the financial partners they need to achieve long-term success. Our upcoming initiatives will not only benefit small businesses but also create new opportunities for business and commercial bankers to engage in meaningful, growth-driven relationships. We also took the time to meet with JP Morgan and Wells Fargo team to explore the possibilities to have GeeGoals become a supplier. Exciting times ahead for GeeGoals and the small business community! Stay tuned for more updates.

Big thanks to #NetSuite accelerator program, La Familia Foundation and Techqueria for organizing such an amazing event at “Dale”! It was inspiring to see so many talented Latin entrepreneurs bringing forward innovative ideas that address real problems in our communities. A huge thank you to the speakers and entrepreneurs who shared their experiences, struggles, and—most importantly—how they overcame those challenges. Your insights were practical, motivating, and exactly what we needed to hear as we work toward our next milestones. It was a pleasure meeting incredible people like Diana Mendez, José Alvarez , Jose Aparicio, Eric Perez , Sergio Suarez Jr. ., Andrew Sacchetti, Ritu Thakur, Carlos Antequera, and many more. You all have the character, passion, and expertise to change the world—keep pushing forward so you can continue opening doors for others! A special thanks to my accelerator program, Oracle NetSuite—specifically @Diego Fit, Sergio, Emily T. Davila and George Ploss for always going above and beyond to support #GeeGoals and ensure our success. You are a true blessing and an invaluable asset to any startup looking for long-term partnerships. What we learned from this experience: the value of building communities around our product. This not only helps reduce customer acquisition costs and increases long-term value for members, but it also makes it easier to boost sales and, most importantly, build trust. In the financial services industry, trust matters more than money, especially for entrepreneurs. For the next three months, we will be focusing on expanding our Meet The Bankers group, which connects small businesses with ethical, industry-specific bankers. Our mission is to help businesses form the right financial partnerships with professionals they can trust, ensuring their long-term financial goals are in safe hands. Thank you again to everyone who made this event possible. We are excited about the future!

The recent news of TD Bank’s involvement in a money laundering scheme highlights a critical issue within the banking industry: the lack of accountability at the executive level. When major illegal activities occur, we often hear the names of those responsible—whether it's in drug trafficking or other crimes. But when financial institutions are laundering millions, the blame often falls solely on the corporation, not the people at the top. So, our question is: Who is TD Bank? Is it the CEO? The Chief Anti-Money Laundering Officer who knew about the weaknesses in their systems and allowed someone like “David” (whoever that is) to move over $470M in illicit funds? Where is the accountability for those responsible? Do they truly understand the societal impacts of their actions? Money laundering fuels corruption, drug trafficking, human trafficking, terrorism, and erodes public trust in the financial system. It widens wealth inequality and destabilizes economies. Since these activities have been occurring since 2014, it's hard to believe they weren’t aware of the damage. At GeeGoals, we believe in banking with integrity. Character is the first “C” of capital for us, but it seems for TD Bank, it’s missing. We remain committed to connecting businesses with bankers who uphold the highest ethical standards because small businesses deserve partners they can trust. If TD Bank had branches in Southern California, we’d make it our mission to move every client away because Character and Integrity matter!

Thank you so much to William Griffin from #hamnibank and the team at RedGoni for helping us host our Meet the Bankers event . We look forward to have our next meeting next month. Geegoals provide a platform so amazing bankers like Will can provide a truly personalized experience.

Calling all coffee roasters, restaurant owners and wholesalers. This is the networking event that you don’t want to miss! On October 4th , this Friday . We are hosting our second Meet the Bankers event , featuring William Griffin from Hamni Bank, an expert in providing tailored solutions for businesses like yours. This is an opportunity to meet a business banker who truly understands your industry. And can help you secure the right capital to grow your business. Why attend ? -Tailored Financial Solutions: Learn from William how to access the funding your business needs : without paperwork, credit pulls or sensitive data submission. A good conversation will lead to better results than an application. -Network with Peers: Build connections with coffee professionals and potential partners that care about your success. -Hosted by RedGoni: southern California’s top coffee bean wholesaler. Sample fine coffee while learning how to secure loans and scale your business. Whether you’re in the coffee business or work with those who are, this is the perfect chance to grow your network and gain valuable insights. RSVP here : Join me at How to get a Bank Loan. Coffee, Capital and Growth! https://lnkd.in/gZRP_inu