How many CFP? professionals do we have in the house? Comment a ?? below to spread awareness. We are proud of our SER familia. Let's continue to bring awareness to this profession in our community. Join us at the SER Summit in Chicago in September 2025! Visit sersummits.com to subscribe to our mailing list. Elaine King, MBA, CFP? Vanessa N. Martinez Luis Rosa Guillermo Gutierrez Jr, CFP? Jolisa Gonzalez Gloria S Garcia Cisneros, CFP? Cindy Mota Rios, CFP? Diana G. Ya?ez, MA, CFP?, RLP? Ana Trujillo Limón, MBA Freddy Garcia, MBA, CFP? Louis Barajas, MBA, EA, CFP?, AIF? Anna N'Jie-Konte, MBA, CFP? Valerie A. Rivera, CFP? #CFP #LatinoProfessionals #FinancialPlanning #SERFamily #Chicago #SERSummit2025
SER Summit for Latin@s in FinServ
金融服务
Chicago，IL 796 位关注者
An event where Latino Advisors can Support, Educate and Recharge. A place where we can SER. Sept. 2025, Chicago.
关于我们
About SER presents the annual SER Latin@ Advisor Summit, an event created by Latin@s for Latin@s! This event brings together Latino financial services professionals to share innovative ideas and add value to each other. We will find support in each other as we each come across obstacles in our personal career journey. Whether you are deciding to take a promotion or launch your own business, having someone to share insights that can help you make our next decision is critical. Much like it takes a village to raise kids, it takes a community to build each other up for greatness. Our core values include our commitment to sharing our knowledge and experience with our community.
- 网站
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https://www.sersummits.com/
SER Summit for Latin@s in FinServ的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Chicago，IL
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
获取路线
6650 N. Northwest Highway
Suite 1W
US，IL，Chicago，60631
SER Summit for Latin@s in FinServ员工
动态
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Love to see Hermana Marianela Silva featured in Bold Journey! Check out the article below!
Thank you Bold Journey Magazine for the interview on finding your purpose. I appreciate the opportunity to share my story. https://lnkd.in/gv6apFx2
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Love to see our partner Lindsey Lewis, MBA, ChFC?, CFP? at The American College of Financial Services be featured in this article from InvestmentNews! Thank you to our sponsor Lacy Garcia for sharing!
Great article in InvestmentNews featuring Lindsey Lewis, MBA, ChFC?, CFP? on how professional designations can open doors and drive success for women advisors. At Willow, we couldn’t agree more. That’s why we offer certificate programs designed to help advisors continually grow, build expertise, and better serve women and NextGen clients. Link to the article ? https://lnkd.in/gQXbZTM4 Message me if you are interested in learning more about Willow's Advisor for Women? or Advisor for NextGen? certificate programs. #WomeninFinance #WomenAdvisors #FinanciaAdvisors
More professional designations mean more success for women advisors
investmentnews.com
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?? Leadership isn’t about titles—it’s about impact. During our Power Lunch Live last week, Julian Lopez from LPL Financial shared an incredible insight: Leadership can emerge from any role within an organization. You don’t need a fancy title to lead; what truly matters is how you serve and support those around you. What we can learn: Leadership is about action, not hierarchy. It's about showing up, contributing, and creating value in ways that inspire others. Whether you're mentoring a colleague, driving change, or leading by example, leadership starts with a mindset of service. ?????? ?? ???????????? ???? ???????? ???????? ?????? ???? ???????????? ???? ???????????? ?????? ?????????????????? ?????????? ???????????? ????????! ??????’?? ?????????????????? ?????????? ?????????????????????????? ?????? ?????? ???????????????????? ????????’???? ????????????. ?? ?? Fun fact about Chicago: Did you know it’s home to the only river in the world that flows backward? Join us there this September 2025 and visit sersummits.com to subscribe to our mailing list. Elaine King, MBA, CFP? Vanessa N. Martinez Luis Rosa Guillermo Gutierrez Jr, CFP? Jolisa Gonzalez Gloria S Garcia Cisneros, CFP? Cindy Mota Rios, CFP? Diana G. Ya?ez, MA, CFP?, RLP? Ana Trujillo Limón, MBA Freddy Garcia, MBA, CFP? Louis Barajas, MBA, EA, CFP?, AIF? Anna N'Jie-Konte, MBA, CFP? Valerie A. Rivera, CFP? #Leadership #Inspiration #PowerLunchLive #Growth #ProfessionalDevelopment
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Do it for your family, for the ones who came before you, and the ones who will come after. Today on Manifestation Monday, let’s set a powerful intention to break free from the cycles and limitations that have held our families back. ????’?? ???????? ???? ???????????? ?? ???????????? ?????????? ???? ????????????????, ??????????????????, ?????? ??????????????. ? Repeat this to yourself: “I am the change my family has been waiting for. I am breaking free from limiting beliefs and cycles that no longer serve us. I am creating a new path of prosperity, growth, and healing for myself and future generations.” Your journey today is a gift to those who will follow. Let’s be the generation that transforms our families’ stories and builds a future full of possibilities. ?? Join us in Chicago September 2025 and visit our website sersummits.com to subscribe to our mailing list. #ManifestationTuesday #BreakTheCycle #GenerationalHealing #Legacy Elaine King, MBA, CFP? Vanessa N. Martinez Luis Rosa Guillermo Gutierrez Jr, CFP? Jolisa Gonzalez Gloria S Garcia Cisneros, CFP? Cindy Mota Rios, CFP? Diana G. Ya?ez, MA, CFP?, RLP? Ana Trujillo Limón, MBA Freddy Garcia, MBA, CFP? Louis Barajas, MBA, EA, CFP?, AIF? Anna N'Jie-Konte, MBA, CFP? Valerie A. Rivera, CFP?
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Join us for a conversation with Julian Lopez, LPL Financial's EVP, Independent Advisor Services, on the power of community, tips for success and what it means to be an "RIA whisperer."
SER PowerLunch Live with Julian Lopez
www.dhirubhai.net
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Ever been told you can’t do something? Here’s why that might be a strength. Ellen Ochoa's story teaches us that dreams truly have no boundaries. Born in Los Angeles to a Mexican-American family, she faced many barriers, but her vision was clear: she wanted to reach for the stars. Through hard work, resilience, and a commitment to her education, Ochoa not only became the first Latina astronaut but also made history as the first Hispanic director of NASA’s Johnson Space Center. ?? Ellen’s journey is a testament to breaking barriers and embracing possibilities. For our community, she’s an example of how we can push beyond traditional roles and pursue our dreams—even when the path is less traveled. ?? Takeaways for Us: ???????????? ???? ???????? ??????????????????: Ellen was dedicated to education and learning, pushing herself to excel in a field where few Latinas had gone before. Pave the way for others: Her legacy in space exploration continues to inspire future generations to see no limits to what they can achieve. Let’s carry her legacy forward by lifting each other up, daring to dream big, and creating paths where none existed. ?? Join us in Chicago September 2025 and visit our website sersummits.com to subscribe to our mailing list. #Inspiration #LatinaLeadership #DreamBig #BreakingBarriers #STEM Elaine King, MBA, CFP? Vanessa N. Martinez Luis Rosa Guillermo Gutierrez Jr, CFP? Jolisa Gonzalez Gloria S Garcia Cisneros, CFP? Cindy Mota Rios, CFP?? Diana G. Ya?ez, MA, CFP?, RLP? Ana Trujillo Limón, MBA Freddy Garcia, MBA, CFP? Louis Barajas, MBA, EA, CFP?, AIF? Anna N'Jie-Konte, MBA, CFP? Valerie A. Rivera, CFP?
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Are you living a life that truly reflects your values? Uziel Gomez, CFP?, AFC? recently highlighted an essential idea:?????????????????? ???????? ?????? ?????????????? ???????????? ?????? ?????????????????? ?????????????????? ???????? ??????????????????????. Imagine how powerful it would feel to let your core beliefs guide your life’s direction. ???????? ?????? ?????? ?????????? ???? ?????????? ???????????????? ??????? ??????????????????: ?? Identify Your Core Values: Write down what truly matters to you. How are these values shaping your choices? ?? Set Meaningful Goals: Define specific goals that resonate with these values and commit to moving toward them every day. Living intentionally isn’t just about survival—it’s about thriving. ?? Join us in Chicago September 2025 and visit our website sersummits.com to subscribe to our mailing list. #ValuesDrivenLife #LiveWithPurpose #DreamBig Elaine King, MBA, CFP? Vanessa N. Martinez Luis Rosa Guillermo Gutierrez Jr, CFP? Jolisa Gonzalez Gloria S Garcia Cisneros, CFP? Cindy Mota Rios, CFP? Diana G. Ya?ez, MA, CFP?, RLP? Ana Trujillo Limón, MBA Freddy Garcia, MBA, CFP? Louis Barajas, MBA, EA, CFP?, AIF? Anna N'Jie-Konte, MBA, CFP? Valerie A. Rivera, CFP?
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Hermana Erica Z. did it! Many congratulations for this incredible accomplishment, Erica! ??
CFP? .:.Wealth Advisor of GWN Securities, Partnering with Professionals in Growing & Managing their wealth.:. 213.905.0688
I PASSED my CFP board exam and am now able to carry the Certified Financial Planner designation ????????????? It was the most difficult exam I’ve ever taken and it’s so rewarding to achieve this milestone. I’m overjoyed!
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Today, let’s focus on growth, abundance, and peace! Picture your goals as if they’re already unfolding. Trust in your ability to attract what you need. ? Repeat this to yourself: "I am open to receiving opportunities that elevate my life. I am aligned with growth, success, and peace in all areas. Every day, I am becoming the best version of myself." Let’s attract positivity, believe in our potential, and create the life we envision. ?? Join us in Chicago September 2025 and visit our website sersummits.com to subscribe to our mailing list. #ManifestationMonday #GrowthMindset #PositiveEnergy #Abundance Elaine King, MBA, CFP? Vanessa N. Martinez Luis Rosa Guillermo Gutierrez Jr, CFP? Jolisa Gonzalez Gloria S Garcia Cisneros, CFP? Cindy Mota Rios, CFP? Diana G. Ya?ez, MA, CFP?, RLP? Ana Trujillo Limón, MBA Freddy Garcia, MBA, CFP? Louis Barajas, MBA, EA, CFP?, AIF? Anna N'Jie-Konte, MBA, CFP? Valerie A. Rivera, CFP?
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