What Does Diversity Look Like in our Industry?


Diversity and inclusion in our industry have come a long way. And still have a long way to go. 

On September 24, we and a few of our colleagues were honored with Diversity and Inclusion awards from InvestmentNews. We were so honored to see our work in this vital area recognized. Yet, we realize the numbers are still low. According to an InvestmentNews article about the award event, only 3.5 percent of CERTIFIED FINANCIAL PLANNERS™ are African American or Latino. And only 23 percent are women. 

We won’t stop until the numbers are closer to a reflection of the U.S. population. Because we believe everyone should have access to solid financial planning, and everyone deserves an advisor they can trust and relate to. Read more about this event and those who were honored.

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