What is the achievement you are most proud of?
Unfortunately, I find that Latinos don’t plan for their retirement as they should. In addition, most employee benefits are explained in English! It is my personal mission to continue to help our Latino community by educating them on financial wellness.
Our firm partners with many organizations comprised of large Spanish-speaking populations because we are able to not only speak the language but also speak the culture and provide bilingual financial education to their employees.
Words that best describe you: FireBall, generous, ethical, caring, thoughtful
Add Latina and petite to that equation and you can only imagine the magnitude effect. I found that by working hard and staying focused on my goals I quickly began to get the respect of my colleagues.
How do you think your profession will change in the next five years?
Our industry has drastically changed in the last several years already. The Department of Labor in the last five years has become more involved in censoring and ensuring that there is fee transparency to our clients.
Our industry is moving towards a more fee-based advisory and fiduciary-based service, rather than transaction commission based. Our firm has always served our clients in a fiduciary capacity as independent advisers we believe in full fee transparency and comprehensive due diligence.
Who was your most important mentor?
My parents have always been incredible mentors. They have taught me to work hard, help others along the way and have a good attitude towards any situation.
My dad always said, “The sun shines for everyone.”
You are the master of your own destiny.
You always have a choice.
Current reading: “Dare to Lead” by Brene Brown
She inspires me!
Stress relievers: Long walks, yoga, music and wine