In this episode of Conversations for Financial Professionals, we are joined by Diana G. Yáñez, CFP®, RLP® (she/her) who is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry build confidence in their money decisions. Beyond financial literacy, All the Colors focuses on financial capability to support participants as they implement decisions to reach their financial and life goals. By providing this service in a group setting participants get to learn from other’s experience in a supportive environment.

In this episode of Conversations for Financial Professionals, we are joined by Akeiva Ellis who is a powerhouse in the financial services industry. In her current role with Ballentine Partners, she works as the Financial Education Specialist where she develops financial education content and strategy and hosts the Ballentine Broadcast: Conversations on Black Wealth. She feels here life's calling is to promote economic equity, justice, and empowerment and does so through several activities. One of those is through her Youtube channel The Bemused. Co-run with her husband, they make sense of all things money for young adults just like them. They also offer MONEY 180™, a course for young adults seeking to develop culturally inclusive financial literacy skills.

In this episode of Conversations for Financial Professionals, we are joined by Anjali Jariwala, CPA, CFP who shares her story of how she used her personal experiences to help build her specialization to physicians and business owners. Anjali is a great example of this as she shares her blueprint on how she leveraged her background in accountancy as a career changer to create a firm that is not only profitable, but also fulfilling.