TranscendWithM Monica Adwani

Juan Carlos (JC) Morales shares his unique perspective on the world of finance and how he has dedicated his career to strengthening and empowering the Latino community as the founder and CEO of Surfside Capital Advisors. He has led innovative financial strategies for companies in Boston and beyond and has been a key architect of initiatives that positively impact Latinos.

From his prominent roles in Fortune 500 companies to his tenure as CEO of BNY Mellon Mexico and CFO at TIAA Asset Management and State Street Global Advisors, JC has shown unwavering commitment to the inclusion and economic advancement of Latino communities. His influence extends beyond corporate boundaries: as a co-founder of the Boston chapter of the Association of Latino Professionals for America (ALPFA) and creator of the Latino Equity Fund at The Boston Foundation, he has raised over $8 million to support Latino causes since 2013.

His story inspires everyone to strive for financial freedom and to use their resources for collective well-being. Don't miss his inspiring journey in our latest episode, available now on Spotify! 🎧✨

The transformative power of taking control of your finances, and the impact it can have on your life. Meet Tess, a determined woman who discovered just that.

In this episode, Tess shares her journey of mastering her financial future. Through her inspiring storytelling, she reveals how taking charge of her finances has transformed her life and empowered her to achieve her dreams. Reflect on your own financial habits and learn practical tips to take control of your financial destiny.

The importance of practicing self-compassion, leaving guilt behind, and taking care of oneself. Dulce Orozco, a standout immigrant therapist who is making an impact in the Latino community today.

In this episode, Dulce shares her struggles in balancing her career and her Latina identity. Through her heartfelt storytelling, she reminds us of the importance of seeking help, leaning on others, and embracing our vulnerabilities as we pursue personal growth and fulfillment.

Have you ever discovered the beauty in the imperfection of your dreams? Have you found perfection in accepting the imperfect, despite our expectations? Have you experienced greatness within what you considered imperfect?



Meet Paulette Piñero, who bravely followed her heart, leaving everything behind to create her own brand called Unstoppable Latina, helping brands reach the top. Her journey is a true inspiration, showing us that we can forge our own path and discover what success truly means to us. Discover how, from a job that seemed perfect, Paulette dared to follow her intuition and craft the life she truly desired.

How many times have we felt lost, unable to find our way? And how many times have we needed someone to accompany us in the process? Sometimes, we think we can do it alone, but is it really necessary to go through this process alone? Do you know what coaching is?

Michelle Fermín, a prominent leader recognized for her outstanding leadership at Century 21 and for turning The Fermín Group into a global benchmark, shares with us how coaching helped her reach the top, both professionally and personally. Discover how Michelle achieved the number 1 position in her country and the third worldwide in the competitive world of Real Estate.

🌟 Discover the incredible story of Arianny Arias, a mortgage specialist who is making a difference in building generational wealth in the vibrant Latinx community of the United States. 🏡✨

From her beginnings as an immigrant to becoming an expert in mortgages, Arianny guides us through her exciting journey and shares why she believes building a lasting financial legacy is so crucial. 💼💡

"Teaching them about the importance of homeownership, investment, and financial planning is the key to building a solid future."

Join Arianny Arias on her mission to inspire the Latinx community to reach new financial heights and build the legacy they deserve! 🚀🌎