About our guest…

Ana Trujillo Limon has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Practice Management Blog. 

She also serves on the FPA Diversity Committee and is the co-founder of FPA Latino, a member resource group for Latino FPA members. 

We dive into why financial planning is important, what it means to Ana being a woman and a minority in the field, what the next 5 to 10 years may hold for the financial planning industry, and the steps needed to get into the financial planning industry. 

What we talked about…

🎙️Why everyone should hire a financial advisor

🎙️What Ana fields the next 5 to 10 years holds in the industry; how technology will affect clients; and the implications for providers of financial services

🎙️Tips on how to find a financial advisor that may best fit your needs

🎙️Ana’s ideas to help underserved communities get access to financial advice

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