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 Consulting and Finance, Co-Chair

San Francisco, CA

Bill Baldwin

Argent Wealth Management

Waltham, MA

Lazetta Braxton

Financial Fountains

Baltimore, MD

Anjali Jariwala

FIT Advisors

Redondo Beach, CA

Cristina Livadary, CFP®, RLP

Mana Financial Life Deisgn, CEO, Co-Founder

Marina Del Rey, CA

Kristen Moosmiller, EA, CFP®

NorthAvenue, LLC, Founder and Managing Partner

Columbus, OH