Meet the Team
Hola! Welcome to our team of passionate and experienced Latin@ advisors, planners & coaches dedicated to empowering and elevating the voices of our community. We will share insights, foster connections, and inspire positive change in our industry!
Ana Trujillo Limon, MBA
Director of Coaching & Advisor content and co-host of the Framework podcast at Carson Group. She formerly served as editor-in-chief of the Financial Planning Association's publications and has a background in journalism and editing. She writes diversity, equity and inclusion content and is the co-founder and editor of a digital magazine called The Brief, for Black and Latinx advisors, attorneys and consumers.
Vanessa N Martinez, MBA
CEO and Founder of Em-Powered Network, bringing over fifteen years of experience in wealth assessment and guidance. Barrons Top 100 Women Advisor 2020 and Forbes Top Women Wealth Advisor 2020 & 22021 she is dedicated to building meaningful relationships and helping clients pass on a legacy rooted in strong values. Co-author of Family Values at Risk.
Anna N'Jie Konte, MBA, CFP®
President and Director of Financial Planning at Re-Envision Wealth, a black-owned advisory firm. Anna is dedicated to uplifting and empowering Black and brown communities and has been recognized for her expertise as a three-time winner of the Investment News "Top 100 Influential Financial Advisors" award. She is also the host of the "Financial Powerhouse" podcast.
Diana G. Yanez, CFP®
Financial coach at All the Colors and a wealth manager at Strategy Squad. She utilizes her technical expertise to help clients navigate financial decisions while empowering them to transform their relationship with money. She specializes in supporting women of color entrepreneurs in creating stable money systems and works with impact investors to align their values with their investments.
Valerie A. Rivera, CFP®
Founder of FirstGen Wealth, a fee-only financial planning practice serving individuals and families who are the first to build wealth in their world. Valerie spent 15 years in banking and wealth management before launching her RIA. FirstGen Wealth was founded to guide all the Firsts and act as a catalyst to feel confident about their own financial success. She focuses on providing education and meeting people where they are in life.
Cindy Mota, CFP®
Seasoned Financial Planning Associate at Re-Envision Wealth passionate about financial literacy and bringing peace of mind to clients' financial lives. She has over 10 years of experience working with high-net-worth families. She has expertise in portfolio management and retirement planning. Cindy is also a Certified Financial Planning professional with a Bachelor of Science (B.S.) degree specializing in Financial Planning.
Louis Barajas, MBA, CEPA, CFP®, EA
As CEO and Co-Founder of International Private Wealth Advisors, he strives to redefine what it means to be a wealth and business expert. The ever-changing landscape of consumer finance has helped to transform Louis into an internationally renowned speaker, author, media segment expert, and wealth & business manager to some of the most iconic Latin artists and executives in the entertainment industry for over three decades.
Guillermo Gutierrez JR., CFP®
Dedicated Relationship Manager at Zephyr, Guillermo utilizes his extensive finance background to deliver personalized financial planning and investment strategies. With a commitment to excellence, he continuously serves clients while staying active in his professional growth and development.
Luis F. Rosa, CFP®, EA
Founder of Build a Better Financial Future and co-founder of the BLX Internship, Luis advocates for simplicity in financial planning. He demonstrates his deep understanding of the challenges faced by First Gen wealth creators with a passion for education via hosting the On My Way to Wealth Podcast.