WELCOME to DiversiFi, a virtual community to support financial service professionals, financial planning students, career changers and allies in support of building a more diverse and inclusive financial planning profession.

In the spirit of building community, join in the conversation on LinkedIn at DiversiFi. We are creating a space where all are welcome and diverse perspectives are celebrated. We look forward to seeing you there.

Diversity & Inclusion Steering Committee

Daphne Jordan

Pioneer Wealth, Co-Chair

Austin, TX

Cameo Roberson

Atlas Park, Co-Chair

San Francisco, CA

Bill Baldwin

Argent Wealth Management

Waltham, MA

Lazetta Braxton

Financial Fountains

Baltimore, MD

James Moten

East Central University

Ada, Oklahoma

Danielle Seurkamp

The Asset Advisory Greoup

Cincinnati, OH

Anjali Jariwala

FIT Advisors

Redondo Beach, CA

Sahil Vakil

MYRA Wealth (for Immigrants)

Jersey City, NJ