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FOR IMMEDIATE RELEASE DENVER, Colo. -- The SER Summit for Latinos in FinServ was born at a conference in the fall of 2022. Co-founders, Vanessa N. Martinez and Ana Trujillo Limon met at an industry conference where they were among the few Latinos in the room. “Vanessa and I started talking about how we could bring more Latinos in the industry together,” Trujillo Limon said. “And while I am a dreamer about what’s possible, once I told Vanessa some ideas, she was the catalyst t

by Guillermo Saenz When I was invited to speak at the SER Latin@ Advisor Summit, financial planning was new territory for me. I knew better than to arrive with a suitcase full of recycled advice about positioning, UVPs (Unique Value Propositions) and ICPs (Ideal Customer Profiles), the alphabet soup marketers serve when ordinary language feels insufficient. Before standing onstage with advice, I wanted to listen. I looked at what people search for when money becomes complicat

Chicago, IL — Aug. 20, 2025 — The SER Summit for Latinos in Financial Services has officially sold out for its third year, solidifying...

The 2025 Hispanic Sentiment Study underscores the powerful economic engine that is the our Latino community. We account for 54...

At an industry conference a few weeks before the very first SER, I had the opportunity to formally meet Victor Orozco, CFP®, CSRIC® for...

When you talk to Argenis David Biscardi, CFP ® , you immediately start to reframe challenges as opportunities. His story is one of...

Throwback to the very first SER in 2023! If you’ve ever wished for a space in financial services that truly understands and celebrates...

Paola Quintero Salazar, CFP® , was the first member of the SER familia to register for SER 2025! And we can't wait to connect with this...

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