Welcome to the sixth episode of the Diversity in Action™ podcast Season 2!

In this episode of the Diversity in Action podcast, join us as we dive into the inspiring journeys of two interns who have found their calling in the world of financial planning.

Rodrigo Gomez, a first-generation college graduate, takes us through his transformation from a psychology major to a passionate advocate for financial advising. Discover how Rodrigo's determination and discovery of the BLX Internship program propelled him into the world of financial planning.

Jessica Robertson, a CPA with a background in accounting, recounts her surprising journey to the financial planning field. Jessica shares her insights and experiences from making the switch to a more people-centered profession. 

They also detail their internships at firms such as Geometric Wealth, Five Oceans, and South Bay Financial Planners. Rodrigo and Jessica highlight the real-world experiences that have fueled their passion for financial planning. Learn how their diverse experiences converged to guide their career trajectories and aspirations in the financial planning industry.

Episode Highlights:

>> The unexpected paths that led Rodrigo Gomez and Jessica Robertson to the financial planning industry

>> The transformative power of internships like BLX and The Externship in shaping successful careers

>> The crucial role of personal experiences and family dynamics in shaping financial perspectives

>> The industry's "soft" side, focusing on the human aspects of financial planning

>> The diverse opportunities available within the financial planning field

Episode Sponsor:

This episode is brought to you by LLiS. As an extension of fee only financial advisor firms, LLiS works with advisors and their clients to find the right solutions for life disability, long term care insurance, annuities and more. Licensed in all 50 states, their experienced team is here to assist advisors and clients through the life of the policy. For more information, please visit llis.com. 

Connect with Rodrigo:

>> LinkedIn | Rodrigo Gomez

Connect with Jessica:

>>  LinkedIn | www.linkedin.com/in/jmarie

Resources Mentioned in the Episode:

>> BLX Internship 

>> ABACUS Wealth Partners 

Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.

It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!

Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org