Diversity Advisory Group
The Center's Diversity Advisory Group assists in the development of diversity, equity and inclusion initiatives designed to increase the number of racially and ethnically diverse CFP® professionals.
Group members
Cy Richardson, National Urban League (Group Chair)
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
Rene Nourse CFP®, Urban Wealth Management
Samuel Palmer, JP Morgan
Gary Rozier, Ariel Investments
Leslie Tabor, Charles Schwab
Kara Underwood, Morgan Stanley