Diversity Advisory Group

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.

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