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.
Freddy Garcia, MBA, CFP®
Freddy Garcia has been working in the financial services industry for over twenty six years, and has spent the last sixteen years specializing in working with high net worth families. Freddy believes in and is committed to building long-term relationships with his clients, and in creating personalized investment plans to meet their comprehensive needs. Freddy decided to go independent and joined Left Brain Wealth Management a boutique Registered Investment Advisory firm specializing in investment management and serves as Vice President of Investments. Prior to joining Left Brain Wealth Management, Freddy worked for Fidelity Investments Private Client Group. Freddy earned his B.A. from Augustana College where he studied Business Administration and Finance and received his MBA from Benedictine University. Freddy also obtained his CFP® (CERTIFIED FINANCIAL PLANNER TM) certification. Freddy and his family live in Naperville, IL.
Elaine King, MBA, CFP®
Elaine King started her career on Wall Street advising a group of 5,000 financial advisors and became the manager of an advisory service with assets of $13 billion. Shen then led as partner, director, and VP of Bessemer Trust with AUM of $100 billion, Royal Bank of Scotland 'Coutts Division, and WE Family Office. In 2013, she founded Family & Money Matters with the mission of strengthening human and financial capital to achieve family financial harmony. She also created a transformational financial institutional program for entrepreneurs. She's written eight books, two of which are bestsellers. She's been named one of the 25 Most Influential Hispanic Women of 2017, the Top 10 Most Influential Financial Advisors of 2023, and one of Investopedia's Top 10 Advisors of 2023. Her mission is to make money a positive force in people's lives, focusing on sustainable growth, health, and financial purpose in the family unit. Her approach is to support family businesses to have a healthy financial relationship and build bridges to keep the family together, which in turn creates a sustainable family financial strategic plan for the next generation.
Gloria S. Garcia Cisneros, CFP®
Gloria is a driven and passionate Latina who believes in humanizing finance and destigmatizing wealth. As a financial planner, she found where her passion for helping her gente and her interests in finances intertwined. From a young age, she noticed the power and the impact financial literacy can have on individuals. Without knowing any different, growing up she was exposed to the lack of financial knowledge her family had and its effects. She now wants to live a life where she can help others end the cycles of financial unfamiliarity that she endured in hopes of creating new cycles of financial independence.
Jolisa Gonzalez, a proud Cleveland native, brings her vibrant energy and deep-rooted passion for business to her role as the Director of Business Development at Stratos Wealth Partners. Her journey in the financial sector began in 2020 when she joined Stratos, initially working alongside President and CEO, Jeff Concepcion. Her dedication and potential were quickly recognized, leading to her current position in the team. Her aspiration to become a licensed fiduciary is driven by a commitment to financial education, particularly for students and low-income families, aiming to break generational cycles of financial challenges.