Luis F. Rosa, CFP®EA is hosting BLX office hours on June 7, 2024. Registration is open to anyone and everyone! Bring your questions about BLX or getting started in financial planning. buff.ly/3FMi8Yb

Great interview with #SER2023 speaker Sarah Cain! Check it out!

To Cindy Mota, SER means 3 things: community, connection and inspiration. And the vibes you'll experience at SER? Unlike anything you've ever come across in the industry, she said. 👀 her video to find out what else she loves about the summit!

This is what SER means to me. See you in October, San Diego! @SERlatinosummit

Lea Landaverde talks Riqueza Reimagined x.com/i/broadcasts/1…

SER PowerLunch Live with George Fernandez x.com/i/broadcasts/1…

Explore the perks of being a #CFPpro with CFP Board's Compensation Study! Higher earnings & a strong sense of personal fulfillment are just some of the findings. Check out the full report for insights: cfp.net/news/2024/02/s…. #FinancialPlanning

The world of social media financial information is contradictory and confusing at best.

As a first-gen wealth builder and CFP, here are the five exact steps I would take if I were starting from scratch on my wealth-building journey.

How personal development leads to success with Dr. Ana Maria Lopez Caldwell x.com/i/broadcasts/1…

Diversity Summit speaker Farnoosh Torabi 🙋🏻‍♀️ Torabi highlights how DEI initiatives build trust, allowing clients to see themselves reflected in their financial planners. Watch below ⬇️

#CFPproDiversity

Tune in Wednesday to the On My Way to Wealth #podcast to learn 5 essential tax tips for this year. Stay informed and maximize your deductions!

#taxes #taxseason #finance #deductions #taxplanning

It's been too long since we've seen each other! Let's connect and reminisce and plan for the future - past & future attendees!

Join us for the first #SERConneciones event hosted by Diana Gisel Yáñez, CFP®, RLP® (she/her), Gloria S Garcia Cisneros Lea | Latina Wealth Activist on Feb. 7.

Register: us02web.zoom.us/meeting/regist…

When you’re a #FirstGen , there can often be guilt for having opportunities our parents didn’t. Remember they likely laid the groundwork for these options in life.

Release the guilt and accept the abundance.

It's a wrap for 2023! But before 2024 comes into full swing, we’d like to share a few of our initiatives from the past year 📽️ #CFPpro #FinancialPlanning #YearInReview

#FactsFriday : SER 2024 is going to be OFF THE GANCHO. And guess what? Registration is open. Get your spot today!

Oct. 9 and 10, San Diego.

Register at sersummits.com.

SER PowerLunch Live with Samantha Lamas x.com/i/broadcasts/1…

You don’t have to navigate the CFP® exam process alone. The CFP Board Mentor Program connects you with a #CFPpro who can guide you toward preparing for (and passing) the exam. Enroll today: bit.ly/3r2y412 #CFPexam

We love the work that blxinternship does! Make an even bigger impact by donating on #GivingTuesday tomorrow.

CC: Luis F. Rosa, CFP®EA Chloé Moore, CFP® @emilesmattingly

We are thrilled to announce the release of the 7th episode of our Diversity in Action podcast! In this episode, listen to Dawn Harris, the Director of Diversity and Inclusion at the Center for Financial Planning, Inc. Tune in now on our website! buff.ly/3N9NOtG.