SER Summit for Latin@s in FinServ

Check it out! Vanessa N. Martinez and Lauren Genuardi, MBA, CFP? have officially launched the Express Yourself Podcast! Check it out ??

Louis Barajas, MBA, EA, CFP?, AIF? noted in a podcast interview with SER co-founder Ana Maria T. that knowing he's helped gente eradicate financial injustice and economic disparity is what inspires him. Tell us, what inspires you to do the work you do? #Insights #Words #InspiraConSER

? Today, we celebrate Guillermo Gutierrez Jr, CFP?, who chose the word ???????????? for our #QuieroSER campaign. It’s easy to see why Guillermo embodies this word. As a Relationship Manager at Zephyr Wealth Management, Guillermo continually proves that strength lies not only in expertise but in dedication to others. Since joining Zephyr in 2018 after earning his degree in finance with a focus on financial planning from California State University Northridge, Guillermo has risen through the ranks thanks to his commitment to excellence. His role centers on crafting tailored financial planning and investment strategies that prioritize his clients' best interests. Guillermo’s passion for professional growth led him to achieve his CERTIFIED FINANCIAL PLANNER? certification in 2022, further solidifying his expertise. With securities registration through FSC Securities Corporation, Guillermo brings unmatched knowledge and a deep dedication to client success. But Guillermo’s dedication doesn’t stop at the office. A proud Angeleno, he gives back to his San Fernando Valley community by coaching youth sports, fostering the next generation with the same tenacity and care he brings to his work. Guillermo and his wife, Janette, love to travel, indulging in great food, and spending quality time with their two beloved dogs. He’s also a driving force for greater inclusion and connection as one of the founding committee members of SER and the host of the Financial Planning Association (FPA)'s FPA Latino Knowledge Circle. Guillermo’s strength is in his ability to elevate others, fostering empowerment and support within the Latino financial planning community. Join Guillermo in Chicago on Sept. 3-4! Register at www.sersummits.com with the code ???????????????????????????? for 20% off. #QuieroSER #LatinoLeaders #FinancialPlanning #CommunityStrong

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Join us as we sit down with Clara Sierra, Senior Director, Industry Practice Lead for the Asset Management Segment of Moody's Analytics. Ana and Clara will dive into Clara's journey into the industry, her incredible career, why she became part of the SER community, and what makes our gente so philanthropic. Clara's bio: Throughout a distinctive career earning her executive management positions at some of the world's largest financial services institutions, Clara Sierra has always stood apart for her extraordinary professional relationships, her remarkable passion for sales and marketing, her unique personal background and, most of all, for her unrelenting drive to achieve the best-possible results for her employees, employers and her clients. As Senior Director, Industry Practice Lead for the Asset Management Segment, Clara leads the firm’s C-Suite Client Conversations. A proven leader in strategic plans, sales and marketing. She builds upon existing client relationships to expand Moody’s Analytics brand and sales efforts within the Financial Services Industry.

We oftentimes think of failure as being the opposite of success, but SER committee member Jolisa Gonzalez notes that this simply isn't true! She notes that, "I’ve learned some of my biggest lessons not from wins, but from the moments where things completely fell apart." Why? Because, she says, "failure isn’t the opposite of success. It’s part of it." #Insights

?? ?????????????????? ??????????????????!? ? Did you know that there are ???????? ?????? ???????????? ?????????????????? ?????????????????? ???????????????? in the U.S.? Well, I happen to coach one of them—?? ???????? ?????????????? ???? ?????? ?????????????????? ??????????! ??? ? I’m excited to introduce Diana G. Ya?ez, MA, CFP?, an incredible financial advisor offering a ??????-????????-???????? ???????? ???????????????? for ???????????????????? ?????? ?????????????????? who want to align their ???????????? ???????? ?????????? ?????????????? in a way that feels authentic and creates the changes they want to see in the world. ? ? If your organization could benefit from this ???????????? ??????????????????????, reach out to ?????????? ???????????????? ???? ????????????????. And if you’re looking for a ????????????-??????????????, ???????????? ??????????????????, ?????????????????? ?????????????????? ??????????????, you’ve found the right person.? ? Don’t miss out—???????? ???? ?? ???????? ???????????? ???? ?????????? ???????? ?????? ???? ?????? ????????! ?? #FinancialWellness #ValuesAlignedFinance #LatinaCFP #LeadershipCoach #DrAnaMaria

? Today, we celebrate Luis Rosa, a trailblazer in the financial services industry and a passionate advocate for First Gen wealth creators who already embodies his chosen word for #QuieroSER: ??????????????????. Luis's inspiring story begins with his move to the U.S. from the Dominican Republic at just 11 years old. He didn’t just have to learn English—he had to learn the language of money. Personal finance wasn't taught at home or in school. Inspired by his parents’ relentless hard work to create a better life, Luis has dedicated his career to helping others. Today, Luis is the founder of Build a Better Financial Future, LLC, a CERTIFIED FINANCIAL PLANNER? professional, and the host of the “On My Way to Wealth” podcast. Luis is empowering and inspiring the next generation of financial planners and working to close the wealth gap in our community. Join Luis and other inspiring and inspired leaders at SER Summit for Latin@s in FinServ on Sept. 3-4 in Chicago! Register today with the code SERFAM25 for 25% off: www.sersummits.com. #QuieroSER

"Quisieron enterrarnos, pero no sabían que éramos semillas." Every day, we are bombarded with negative, disturbing news about what is happening in our communities. At a group coaching session with Dr. Ana María López Caldwell, we discussed how now more than ever, it is time for community. It is time to lean on one another for support, keeping in mind that our natural gifts as Latin@s can help us through any adversity: ? Our resilience ? Our ability to build community ? Our hope ? Our work ethic ? Our resourcefulness ? Our empathy No matter what adversity we face, always remember: we are seeds that will grow.

Start your week off with a great article from Hermano Otto Rivera, EA, CFP?!