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The Healthy Advisor

Transparency with Diana B.: Life as a Latina in Financial Services

Silvia Tergas’ journey into financial planning was not easy. But her father, who escaped from Cuba during the Cuban Revolution, and the lessons he taught her paved the way.

 

Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, who escaped from Cuba during the Cuban Revolution, paved the way for her to get educated in the U.S. The values he taught her and the rest of the family led to several opportunities throughout her life, including her pursuit of a career in financial planning. It wasn’t an easy path, however.

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In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Silvia, a financial planner with Prudential Advisors in Bethesda, Md., about how she found her passion in finance, the challenges she faced as a Latina in this industry and how she uses her differences to her advantage.

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Silvia discusses:

  • Her father’s story of getting out of Cuba and meeting her mother in Honduras;
  • Growing up in and traveling around Latin America;
  • The values her father taught her and how those led her into financial planning;
  • The struggles she faced as a Latina in the industry;
  • How she embraced and worked through the moments of discomfort in her life; and
  • Her work with the Hispanic community within financial services.

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If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].

The Transparency with Diana B. podcast is available on Apple PodcastsAndroidStitcherSpotify and wherever podcasts are found. 

TAGS: Industry
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