Women Advisors Making an Impact
This series spotlights impactful women advisors—their career paths, biggest challenges as women in the field, and ideas for growing representation of women in the industry. Celebrate women in financial advising by reading and sharing these stories. These are the perfect stories to reference if you're looking for inspiration on the different paths to take your practice.
Ready to Share Your Story?
Nominate yourself or an impactful colleague to be the next featured advisor.
How Yonhee Choi Gordon found her place in the financial advising world and helps others do the same
How Jennifer Kirby leveraged her strengths and experiences to transition careers, launch a thriving RIA, and help others reach their goals.
How Dana Wilson inspires the next generation by reinventing what financial advising looks like
How Betty Wang, CFP® helps other women understand their finances and make empowered decisions about money
Ready to Share Your Story?
Nominate yourself or an impactful colleague to be the next featured advisor.
How Danielle Harrison, CFP®, CFT-I™ turned a childhood fascination with money and finances into a thriving advising business
How Marianne Nolte, CFP®, went from guiding her parents through financial decisions to helping fellow women take control of their finances.
Here’s what we learned from eighteen women in the financial advisory industry chosen to be part of our 2022 Women Advisors Making an Impact project.
How Brooklyn Brock created a one-of-a-kind firm to help fellow advisors with their financial planning...
How college professor and financial planner Inga Timmerman guides individuals to improve their finances, lives, and happiness...
How Amy Irvine recruits and supports fellow women financial planners at her 100% woman-owned firm...
Considering a Firm Transition??
Download this free list of 150+ due diligence questions
How Jane Mepham utilizes her immigrant background and corporate experience to help foreign-born individuals reach their financial goals...
How Diana Yáñez used her passions and strengths to develop new ways of increasing financial literacy...
How Raquel Hinman harnessed 20 years of experience in financial planning to start her own firm focused on equal access to advising services...
How Catherine Allen-Carlozo is changing the conversation about women’s financial planning...
Ready to modernize your marketing?
Learn how our sister company has helped other financial advisors grow and improve engagement with clients
How Akeiva Ellis created a role for herself that combines her love of financial planning with financial education and empowerment...
How Angie Messer transitioned from biology researcher to financial planner...
How Rita Cheng navigated barriers to become a trusted financial planner...
How Jacqueline Campbell turned a high school internship into a career that changes lives...
How Katharine Earhart launched an RIA and why she wishes she would have done it sooner...
How Brittan Leiser does her part to empower clients and young women...
How Cammy Smith grew her financial advisor firm by offering a different perspective...
How Erica Arroyo balances leadership with financial advising—and why her two roles are more similar than you might think...
How Brenna Surette found a perfect fit with financial planning—and why other women might too...
How Rachael Burns found work-life balance by building an independent practice—and why it was easier than she imagined...
How Pamela Stross became a financial services executive who leads with empowerment...
