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“Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.”

Rianka Dorsainvil, CFP®

The CFP Board Center for Financial Planning launched over two years ago with a big vision – to ensure every American has access to competent and ethical financial planning advice. This vision can only become a reality with a more diverse and sustainable financial planning profession. However, blacks and Latinos represent less than 3.5 percent of all CFP® professionals.

To address this issue head on, the Center hosted its first-ever Diversity Summit at on October 23, 2018 at The Times Center in New York City. The seminal event provided a platform for a discussion of initiatives that can be undertaken by the Center, in partnership with stakeholders within the financial planning profession and beyond, to advance racial diversity in the financial planning profession.

VIEW live stream recordingVIEW PROGRAM WITH SPEAKER BIOS [PDF]VIEW AGENDA


THOUGHT LEADERSHIP PAPER 

At the Diversity Summit, the Center released Racial Diversity in Financial Planning: Where We Are and Where We Must Go, a thought leadership paper that outlines actionable solutions for industry stakeholders to create a more inclusive profession.  The report was developed in consultation with the Center’s Diversity Advisory Group, and is based on findings from the Center’s comprehensive research study on the underrepresentation of blacks and Latinos in the financial planner workforce.

thought leadership paper [pdf]executive summary [pdf]full research report [pdf]


WHO ATTENDED

300 thought leaders in financial planning and beyond, including:

  • Executives from financial services firms
  • Organizations lead by and focused on people of color
  • Program directors from colleges and universities with CFP Board-registered financial planning programs
  • Financial planning practitioners


SPEAKERS

The Summit featured a number of distinguished speakers and panelists.  Below are some of the speakers from the Summit.  For a complete speaker list with bios, download the program handout.


Carla Harris
Vice Chairman,
Wealth Management

Morgan Stanley

John Rogers
Founder, CEO and CIO
Ariel Investments

Hon. Henry Cisneros
Principal
Siebert Cisneros Shank & Co
Former Mayor of San Antonio
Former Secretary of HUD

Marc Morial
President and CEO
National Urban League

Frank Dobbin
Professor of Sociology
Harvard University

Rianka Dorsainvil, CFP®
Founder & President
Your Greatest Contribution

Phuong Luong, CFP®
Founder & Financial Planner
Just Wealth, LLC

Louis Barajas, CFP®
Wealth & Business Manager
Wealth Management LAB

Audra Bohannon
Senior Partner
Korn Ferry

Sharon Epperson
Senior Personal Finance Correspondent
CNBC


Andy Sieg
Head of Wealth Management
Merrill Lynch

Kate Healy
Managing Director,
Generation Next

TD Ameritrade Institutional

Cynthia Owyoung
Vice President, Diversity and Inclusion
Charles Schwab

Catalina Camoscio
Vice President, Recruiting & Development
Prudential

Jorge Quezada
Director of Leadership Development, Diversity & Inclusion
Northwestern Mutual