Had a great time at the SER Summit. Our panel was about the path to entrepreneurship for financial advisors.

Register with the code SERLAST10 to save an extra 10% on the ticket at   https://t.co/b4aCRYFDdS.   #MySERStory #LatinosInFinance #SERSummit2025 #EmpoweringSuccessJUNTOS #SERFamilia

🚀 AI + empathy = the future of financial advice. I recently joined Angel Li on the AI Flow podcast to talk about scaling a modern advisory firm using AI and automation—without losing the human connection that clients value most. 🎧 Watch or listen now on YouTube or Spotify

Join Financial Planner @luis_f_rosa and Estate Planning Attorney Austin Thewes, Esq. from the Young Law Group @esq_shane for a free webinar that breaks down the One Big Beautiful Bill and what it means for you. 💻 Register here: https://t.co/DbUGZvmsK4

🚧We’re currently experiencing some technical issues with our website, and our team is working on it. We expect things to be back up soon! If you were trying to book a call or access resources, just send us a DM or email ClientServices@BuildaBetterFinancialFuture.com

#Happy4thofJuly 🇺🇸

Work with a Fiduciary who understands your goals. Visit https://t.co/ntdjIJIZMG to learn more and book a call. #WealthMindset #FinancialConfidence #SmartMoneyMoves #FiduciaryAdvice #FirstGenWealth #OnMyWayToWealth

Smart financial planning isn’t about chasing returns — it’s about strategy, structure, and long-term impact. 👉 Let’s build a plan that reflects your values, goals, and lifestyle. 🔗 Book a call: https://t.co/14YTV0kpO4 #HighEarnerWealth #FinancialGrowth #WealthPlanning

Want to build wealth without adding more to your to-do list? Financial automation removes decision fatigue and keeps your goals on track — even when life gets busy. Learn more: https://t.co/cl8S9MQZJ1

Real wealth gives you options. If your money isn’t giving you more freedom, it’s time for a better plan. 🔗 https://t.co/14YTV0kpO4 #FinancialFreedom #BuildYourLegacy #FiduciaryAdvice #WealthFreedom #OnMyWayToWealth #FirstGenWealth

Want to stay financially grounded? Set aside time this weekend to reflect on your current financial picture — clarity fuels confidence. 🔗 https://t.co/14YTV0kpO4 #WeekendWealth #FinancialClarity #MoneyReflection #FiduciaryAdvice #OnMyWayToWealth #FirstGenSuccess

Your HSA might be the most overlooked wealth-building tool in your portfolio. If you're a high earner not maxing out your HSA, you're leaving money (and tax savings) on the table. Let’s talk strategy → https://t.co/cl8S9MQZJ1 #HSAStrategy #TaxSmartWealth #TripleTaxAdvantage

Align your financial plan with what actually matters to you. Otherwise, wealth can feel empty. #ValuesBasedPlanning #PurposeDrivenWealth #FiduciaryPlanner #WealthWithMeaning #FirstGenFinance #OnMyWayToWealth

Don’t leave your future to one income stream. Diversify with intention. Let’s build a smart, tax-aware wealth plan. 🔗 https://t.co/14YTV0kpO4 #SmartInvesting #MultipleIncomeStreams #TaxStrategy #FiduciaryPlanner #FirstGenWealth #WealthPlanning

You’ve built a strong income — now it’s time to build lasting wealth. If you’re ready for a strategy that reflects where you're going (not just where you started), let's talk. https://t.co/14YTV0kpO4 #WealthWithPurpose #HighEarnerMoves #FiduciaryAdvice #OnMyWayToWealth

You didn’t get where you are by chance — and your next level won’t come without a plan. Let’s build a financial strategy that supports your goals and your lifestyle. Schedule a call: https://t.co/14YTV0kpO4 #WealthWithIntention #FinancialClarity #FiduciaryPlanner

Monday reset! Focus + strategy = serious financial progress. Let’s build your plan — schedule a consultation: https://t.co/14YTV0kpO4 #MondayMotivation #WealthStrategy #FirstGenWealth #SmartInvesting #FiduciaryPlanner #MoneyMoves #OnMyWayToWealth #FinancialFocus

Real wealth = aligning money with meaning. Ready for a custom plan built for your goals? Book a call: https://t.co/14YTV0kpO4 #SmartWealth #FirstGenWealth #FiduciaryPlanner #WealthJourney #MoneyWithPurpose #OnMyWayToWealth #FinancialFreedom

Weekend wealth check! A quick review today = a stronger future tomorrow. Check in with yourself + visit https://t.co/14YTV0kpO4 #WeekendWealth #FinancialCheckIn #SmartMoneyHabits #WealthBuilding #FirstGenSuccess #FiduciaryAdvice #OnMyWayToWealth #MoneyWellness

You’re working hard — is your money working harder? Let’s make sure it’s set up to grow. Schedule a consultation to learn more: https://t.co/14YTV0kpO4 #MoneyMindset #WealthCreator #FiduciaryAdvice #HighNetWorth #BuildWealth #SmartMoneyMoves #OnMyWayToWealth #FinancialGrowth