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This is the first in a series of three very informative career-focused sessions from the CFP Board's 4th Annual Diversity Summit and Career Fair held November 2021.
Financial planners at various stages in their careers discuss the importance of diverse financial planners, and the benefits of the career to clients, their communities, and the industry.
Moderator: Jocelyn D. Wright, CFP®, RICP®, MBA, Founder and CEO, Ascension Wealth Management LLC
Cait Howerton, CFP®, AFC®, MBA, Lead Planner, Facet Wealth; Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®, Chief Executive Officer, Blue Ocean Global Wealth; Akeiva Ellis, CFP®, CPA/PFS, ChSNC®, Financial Education Specialist, Ballentine Partners; Ed Gonzalez, CFA®, Senior Vice President, Capital Group Private Client Services