SER Summit for Latin@s in FinServ

? Today, we celebrate Diana G. Ya?ez, MA, CFP?, a trailblazer in the financial services industry who has chosen the perfect word for #QuieroSER: ????????????????????. With only 600 Latina CERTIFIED FINANCIAL PLANNER? practitioners in the U.S., Diana is not just breaking barriers; she’s building a more inclusive and values-driven financial landscape for all. Diana’s work goes far beyond traditional financial planning. She offers workshops specifically designed for introverts and activists, empowering individuals to align their values with their wallets in ways that feel authentic and foster meaningful change. Whether she’s supporting women of color entrepreneurs in creating sustainable money systems, guiding impact investors to align their wealth with their goals, or serving as treasurer for Wisdom & Money, Diana’s approach is deeply rooted in compassion, equity, and community. From earning her CFP? and Registered Life Planner? designations to completing Gabor Maté’s Compassionate Inquiry? training, Diana marries expertise with empathy to create a trauma-informed and values-aligned financial planning experience. Diana embodies the spirit of an innovadora, constantly reimagining what financial planning can be. She’s not only helping her clients own their power with money but also reshaping the financial landscape to be more inclusive, values-centered, and community-driven. When she’s not helping clients build stable, sustainable futures, you can find Diana hiking, reading Latin American history, or learning about generative economics that honor both people and the planet. Join Diana and other Latine trailblazers at SER Summit for Latin@s in FinServ, Sept. 3-4. Register at www.sersummits.com with the code ???????????????????????????? for 20% off. #LatinaCFP #QuieroSER #Innovadora #FinancialTrailblazer #ValuesBasedPlanning #LatineExcellence

It’s incredible to see our sponsors remain committed to fostering supportive communities! We ?? LPL Financial and their continued commitment to our communities and to SER! Special appreciation to Beth Csengody!

? Today, we celebrate Diana G. Ya?ez, MA, CFP?, a trailblazer in the financial services industry who has chosen the perfect word for #QuieroSER: ????????????????????. With only 600 Latina CERTIFIED FINANCIAL PLANNER? practitioners in the U.S., Diana is not just breaking barriers; she’s building a more inclusive and values-driven financial landscape for all. Diana’s work goes far beyond traditional financial planning. She offers workshops specifically designed for introverts and activists, empowering individuals to align their values with their wallets in ways that feel authentic and foster meaningful change. Whether she’s supporting women of color entrepreneurs in creating sustainable money systems, guiding impact investors to align their wealth with their goals, or serving as treasurer for Wisdom & Money, Diana’s approach is deeply rooted in compassion, equity, and community. From earning her CFP? and Registered Life Planner? designations to completing Gabor Maté’s Compassionate Inquiry? training, Diana marries expertise with empathy to create a trauma-informed and values-aligned financial planning experience. Diana embodies the spirit of an innovadora, constantly reimagining what financial planning can be. She’s not only helping her clients own their power with money but also reshaping the financial landscape to be more inclusive, values-centered, and community-driven. When she’s not helping clients build stable, sustainable futures, you can find Diana hiking, reading Latin American history, or learning about generative economics that honor both people and the planet. Join Diana and other Latine trailblazers at SER Summit for Latin@s in FinServ, Sept. 3-4. Register at www.sersummits.com with the code ???????????????????????????? for 20% off. #LatinaCFP #QuieroSER #Innovadora #FinancialTrailblazer #ValuesBasedPlanning #LatineExcellence

"We all have a choice: are we going to do it one day, or is today day one?" Joelle Martinez

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

We are live! ?? ??

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