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Luis ha sido orador invitado en la Cumbre de Diversidad del Centro de Planificación Financiera de la Junta de CFP y se desempeña como Embajador de la Junta de CFP. Luis usa su plataforma para ayudar a difundir la educación financiera a través de la divulgación en los medios y para alentar a diversos planificadores a unirse y prosperar en la industria.

 

Además de presentar el podcast "On My Way to Wealth", Luis es cofundador del programa de pasantías BlatinX (BLX) y LatinXcellence, una iniciativa que busca crear conciencia y ayudar a cerrar la brecha de riqueza en la comunidad LatinX. Además, presenta un segundo podcast, Diversity in Action(™), como parte del programa de pasantías BLX.

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Luis se enorgullece de haber recibido los siguientes reconocimientos:

The BLX Internship Program

Co-founded to give aspiring Latino financial planners real access: paid internships, scholarships, and mentorship inside an industry that has historically had very few of us in the room. Every cohort is another advisor who might not have found this career path otherwise. 

SER Latino
Advisor Summit

Co-founded to bring Latino financial professionals together, to build a pipeline where there wasn't one and make sure the next generation of advisors has a community to grow in. At the SER Latino Advisor Summit, Latinos are not just in the room, they're also on stage.

Community Service

I am grateful to be recognized for my volunteer efforts and the impact they have had in our community.

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