People seem to come into the financial planning profession by some other route, said Rianka R. Dorsainvil, CFP®. Lazetta Rainey Braxton, CFP®, was one of those people.
Read More2050 TrailBlazers has teamed up with Zahn Associates, Inc to support individuals through a merit-based scholarship to cover the cost of one Live Review Class*. One individual will be selected for the November 2018 exam cycle.
Read MoreAjamu Loving’s dad, who was a financial services professional, used to frequently make house calls to meet with his clients. It was back in the 1980s where everything was done on paper. So he’d haul his suitcase full of papers to each meeting with him.
Read MorePhuong Luong’s family immigrated to the United States from Vietnam in the 1980s without much in the way of savings. Her family was considered low-income.
As the career changer, who was formerly a math and special education teacher, studied for her CFP® certification exam, she oftentimes had to pause and reflect, thinking to herself, “Oh, that’s how they did it.” Referring to the populations who had built wealth.
Read More2050 Trail Blazers addresses the lack of diversity in the financial planning industry through conversations about cultural awareness, perspective, and measurable impact.
