Celia Rubio

Activist
DISC Type : Cd

Socia at Astralis IM

Alicante, Valencian Community, Spain

Overview

Celia Rubio is a financial education expert, author, and speaker who founded Academia de Inversión. She specializes in making personal finance and investing accessible, particularly for beginners. She holds a Masters degree in Financial Markets and has shifted her career to focus entirely on financial dissemination, reaching millions through her content and books.

Originally a trained nurse, Celia underwent a significant professional transformation driven by a desire to manage her own finances. This personal journey fuels her passion for teaching others. She has invested in her own development with courses on communication at IE Business School and even on personal insight tools like the Enneagram.

Celia recently won the Top Teachers 2025 award in the Personal Finance category, recognizing her impact as a leading educational content creator.

Personality Overview

Observative

Value Conscious

Perfectionist

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Financial Education
Her core mission is to make financial knowledge accessible to everyone, believing that a lack of education is the primary source of economic problems.
Beginner Investing
Her books and content are tailored to newcomers, aiming to demystify investing and help people build a solid financial foundation from scratch, emphasizing strategy over speculation.
Content Creation
As a prominent speaker and author, she leverages social media and video to disseminate financial knowledge, backed by a certification in YouTube communication and SEO.

Media Appearances

Celia has no verified media appearances

Work History

6-2025
Socia at Astralis IM
3-2025
Asesor financiero at EFPA España
1-2025
Socia at OPENTECA
1-2024
Socia at Equito App
2-2023
Founder & CEO at Academia de inversión

Education

3-2022 - 9-2022
Máster en Mercados financieros from INTEFI Escuela de negocios
7-2021 - 7-2021
Communication Skills and Public Speaking from IE Business School

More Information

Social Presence :

Prographics :

Exp : 2 Location : Alicante, Valencian Community, Spain Job Level : Leadership Designation : Socia at Astralis IM
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Insights For Selling To Celia

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Celia is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Celia

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Celia move?

  • Their decision making speed is somewhere in the middle.
  • Can Celia take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Celia

Personality Compatibility


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