In this captivating episode of The Blueprint: An FPA NexGen® Podcast, we are excited to host Jolisa Gonzalez, a visionary Latina professional who is making significant strides in the financial industry.

Jolisa talks about the importance of pro bono work and her relationship with SER - an organization that focuses on supporting, educating, and recharging individuals in the latino community through the power of financial planning.

In addition to her research and professional contributions, Jolisa reveals her role in creating engaging video content for her firm. She explains how video has become a powerful tool for communicating complex financial concepts, connecting with clients, and enhancing the firm’s outreach efforts. Jolisa shares her experiences and strategies for producing high-quality, informative videos that resonate with a diverse audience.

Throughout the episode, Jolisa also reflects on how her Latino heritage shapes her approach to both her professional work and content creation. She emphasizes the importance of diversity and representation in financial communications and the role of multimedia in making finance more accessible and engaging.

Listeners will gain valuable insights into the intersection of finance, research, and digital media. Tune in to learn how Jolisa Gonzalez is leveraging her skills and background to drive innovation in financial services and reach a broader audience through compelling video content.