CFP Board Campaign To Highlight Young, Diverse Advisors

The CFP Board is putting more than a younger, diverse face on the greying financial planning profession: It’s adding three of them.

The CFP Board launched “I am a CFP Pro,” an advertising and educational campaign aimed at inspiring young people, particularly women and people of color, to enter the financial planning professions.

“This campaign is designed to spread the message that the future of financial planning depends on the participation of these communities to grow, thrive, and to remain responsive and relevant to the public it serves,” said Nancy Kistner, chair of the CFP Board’s Women’s Initiative.

The CFP Board selected three young faces to represent the profession: Brittany Castro, founder of Los Angeles-based Financially Wise Women, Rianka Dorsainvil, president and founder of Washington, D.C.-based Your Greatest Contribution, and Justin Sullivan, an Atlanta-based advisor at PNC Wealth Management.

A little more than one-in-four CFP professionals are under the age of 40. Furthermore, the CFP Board cites its own research finding that just 23 percent of its current certification holders are women, and even fewer are persons of color – just 6 percent of CFP professionals are African American, according to CFP Board data from last year.

According to the most recent census data, approximately 17 percent of the U.S.

from FA News–diverse-advisors-32175.html


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