August 05, 2020
Ep #267: Supporting BIPOC Advisors on the Path to the CFP
We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These four wonderful XYPN members have all served on our Diversity Committee over the past 12 months. They join the show today to …
October 30, 2019
Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez
Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning int …
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