Wed, Oct 05|
Meet Your Match: Leveling Up Your Financial Planning
Are you the first generation in your family to come into significant financial resources? Are you frustrated by the traditional financial services models that were designed for and by men? Do you want to engage with a financial planner that shares your values? Join us!
Time & Location
Oct 05, 2022, 8:00 AM – 9:15 AM PDT
About the Event
Are you the first generation in your family to come into significant financial resources? Are you frustrated by the traditional financial services models that were designed for and by men? Do you want to engage with a financial planner that shares your values?
Finding financial advisors and resources that you can trust and feel comfortable with can be intimidating. Take the next step in your financial journey by meeting with financial advisors, learn their approaches, and learn how to vet the right planner for your goals and values. You’ll leave with:
- A toolkit of questions and resources to help you find a prospective advisor.
- Understanding different credentialing criteria and learning what credentials you should look for to identify the right advisor.
- Confidence in your ability to secure the right financial advisor for you.
- Redefining your narrative and the language of the financial world to center your experience and knowledge as a woman and woman of color.
This event is hosted by How Women Lead’s Latinas in Sight Advisory Council.
Vivienne Hsu, Moderator, CFA, Founder & CEO, LENDonate
Noel Pacarro Brown, CIMA, CPWA , Financial Advisor & First Vice President, Morgan Stanley; Managing Member, Conscious Wealth Management Group
Claudia Rivas, Senior Financial Advisor, Senior Vice President Merrill Lynch
Desiree Maldonado Irizarry, Financial Advisor, Popular Services
Adriana Ayala, PhD, Executive Director, Chicana Latina Foundation
Enna Jimenez, Business Transformation & Quality Leader, Senior Director, IDEMIA
Carmen Palafox, Managing Partner, 2045 Ventures
Gabriela Chavez-Lopez, Executive Director, Latina Coalition of Silicon Valley
Melanie Rodriguez, Founder & Lead Coach, Elevate Latinas
Diana Albarran, Co-Founder, Latinas in STEM
**DISCLAIMER: We included a quick finance based registration questionnaire to personalize your event experience.
This ticket include access to the panel, workshop, and a recording of the event after the session.$30.00+$0.75 service fee