Wealth Gap Warriors Podcast

10. Ana Trujillo Limón, Director, Coaching and Advisor Content


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In this episode of "Wealth Gap Warriors," we are thrilled to feature Ana Trujillo Limón, Director of Coaching & Advisor Content and co-host of the Framework podcast at Carson Group. Ana brings a wealth of experience from her tenure as editor-in-chief of the Financial Planning Association’s publications and her deep-rooted background in journalism and editing.

Ana's dedication to diversity, equity, and inclusion shines through her work. As the co-founder and editor of The Brief, a digital magazine aimed at Black and Latinx advisors, attorneys, and consumers, she addresses the critical need for representation and tailored content in the financial industry.

Join us as Ana shares her insights on advancing diversity and inclusion within financial advising and coaching. We explore her journey from journalism to financial content creation, the impact of The Brief, and the ongoing efforts to ensure equitable financial advice reaches all communities.

This episode is a must-listen for anyone interested in how diversity and financial planning intersect and how to drive meaningful change in the industry. Tune in to gain valuable perspectives from a leader at the forefront of financial equity.

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Wealth Gap Warriors PodcastBy Louis Barajas