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Latin@ Advisor Summit October 9-10, 2024
Hyatt Regency La Jolla at Aventine

San Diego, CA in San

Uniting Our Community

In its second year, our conference brings together Latin@ professionals in financial services, creating a space designed to echo our community and shared journey.


Whether you're new or returning, this event is your chance to connect, learn, and thrive with fellow Latin@ professionals. Discover a space for meaningful connections, knowledge growth, and renewed passion, all aimed at uplifting our community and shaping an inclusive industry future.

Video shot and produced by Idea Decanter

About SER

SER Summits presents the annual SER Latin@ Advisor Summit, an event created by Latin@s for Latin@s!

This event brings together qualified individuals 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 the commitment we have to share our knowledge and experience with our community.  

The organizers of SER Summits saw a gap in our industry: there wasn't an event that felt like it was just for us. There was no place where we could be. So we created one. 

Our inaugural one-day event took place as a pre-conference to the Financial Planning Association’s Annual Conference in Phoenix, AZ on Sept. 26, 2023 and sought to fill that gap. The inaugural event was better than we dreamed it would be and were grateful for the attendees, sponsors and our team that made it all possible. 

In 2024, we will come together in San Diego, California for a dinner the night before, followed by a one-day event that seeks to build on the magic of our inaugural year and  Support, Educate and Recharge Latino professionals. See you in San Diego! 

2023 Event Agenda

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Registration & Morning Cafe

8:00am -9:00am

We will meet you at the registration desk and walk you over to grab some cafe con pan to get you started in the morning.

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Opening Remarks
9:00am - 9:10am 
Ana Trujillo Limon

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Ana Trujillo Limon will welcome you all to the event, share its origin story and give you a brief overview of the day before welcoming Vanessa and Dr. Patricia.

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"Ni de Aquí, Ni de Allá" 
Imposter Syndrome meets Decision Paralysis

9:10am - 10:00am

Speakers: Vanessa N Martinez & Dr. Patricia M Villarreal

Vanessa & Dr. Patricia will give guiding tools to uncover your mental agility to navigate career choices in finance.  They will also remind us how not making a decision is still a decision! 

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Moon Shots: Defining Your Own Success as a Latin@ Advisor

10:00am - 11:00am

Monderator: Ana Trujillo Limon

Panel: Luis Rosa & Valerie A. Rivera

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2 Latino entrepreneurs shattering the industry's view on who is successful at building a business. We will consolidate all their advice and build a template to share with all attendees.

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Running Your Firm for Impact

11:30pm - 12:00pm

Speaker: Sarah M . Cain

VP Carson Coaching

Sarah uses proven strategies to help business owners create and grow strong businesses that balance purpose and profit! She will share her blueprint on how we can all achieve this!

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Market Outlook: Risks & Opportunities

12:00am - 1:00pm

Moderator: Vanessa N Martinez

Panel:  Alejandro Lopez-Lira  and Al Martinez

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Historical results traditionally give us a view into the potential future, in this panel with Alejandro and Al we will examine what happened in 2023. We will also discuss economic indicators and their impact on expectations for 2024. 

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Meditation Session

2:00pm - 2:30 pm

Speaker: Jamie Limon

Performance Coach/Trainer

Performance coach and trainer Jamie Limon will walk us through some breathing techniques to help us in manage our stress, as well as other tips and tricks to keep ourselves healthy. 

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De la Casa al Éxito: Harnessing Latino Roots for Unstoppable Success

2:30pm - 3:30pm

Speaker:  Diana Cabrices
Fractional Chief Evangelist

Join Diana Cabrices in this session as she takes you through her own story and struggles, with tips on brand-building and marketing that helped her pave the way to unprecedented achievement within her family. You’ll leave this talk with a reminder of the rich heritage and resilient spirit that defines the Latino community, and how these invaluable traits can be harnessed to shape your own success story.

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Personal Branding: Building an Online Presence.

Tatiana's strategic guidance covers a wide range of areas, including digital transformation, marketing, automation, and growth hacking. Have you ever wondered what it takes to create a strong digital presence?  Join her and she will equip you with the tools and knowledge to thrive in today’s competitive digital landscape.

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Reenvision Wealth

4:30pm - 5:30pm

Speaker: Anna N'Jie Konte

Co-Founder of Re-Envision Wealth

Anna compares what the industry gives us as Latino@s and shares how focusing on being creative and thinking outside the box will allow you to grow. She will share what a career in this industry can look like all while staying true to our authentic selves.

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6:30pm to 10:30pm                                                                                                Tapas, Cocktails, Community Building and Salsa Lesson!

Fiesta Time! 

Salsa lesson with Gloria Garcia Cisneros

Music by DJ Big Brown


LUNCH: Take some time and meet new people and enjoy lunch together from 1pm to 2pm 

MORNING SNACK BREAK: Take 25 minutes to run to grab yourself another coffee & a snack 


- Can't wait to see you! -


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