Diversity Advisory Group
Group members
The Center established the Diversity Advisory Group in 2017 to provide recommendations on the development of diversity, equity and inclusion initiatives that would increase the number of racially and ethnically diverse CFP® professionals. Diversity Advisory Group members possess experience or talents aligned with the Center’s mission, including expertise and/or leadership in the areas of diversity and recruitment, experience working as a financial planner or in the financial services industry, or academia. The Diversity Advisory Group played a key role in the Center’s 2018 and 2019 Diversity Summits and studies of diversity within the financial planning profession. The group is currently advising the Center on the development of new diversity research and the 2020 Diversity Summit.

Chair
National Urban League
Ronald Adams, Northwestern Mutual
Charles Adi, CFP®, Blueprint 360, LLC
Louis Barajas, CFP®, Louis Barajas, Inc.
Danielle Beyer, New America Alliance
Marguerita Cheng, CFP®, Blue Ocean Global Wealth
Rianka Dorsainvil, CFP®, Your Greatest Contribution
Roberto Fernandez, MIT Sloan School of Management
Jamie-Clare Flaherty, The Obama Foundation
Kate Healy, TD Ameritrade Institutional
Valerie King, Ariel Investments
Phuong Luong, CFP®, Just Wealth, LLC
René Nourse CFP®, Urban Wealth Management
Samuel Palmer, JP Morgan
Gary Rozier, Ariel Investments
Leslie Tabor, Charles Schwab
Kara Underwood, Morgan Stanley