New York, November 11, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, today announced it entered into a partnership with the CFP Board Center for Financial Planning that includes sponsorship of the 2021 Virtual Diversity Summit and Career Fair.
The partnership, which also includes sponsorship of the 2021 Academic Research Colloquium (ARC), inclusion in a thought leadership paper to be released at the Diversity Summit, and participation in the RIA Leadership Network, is meant to support the Center’s mission to create a more diverse and sustainable financial planning profession.
“Without addressing the pipeline challenges within the financial planning industry, increasing the levels of diversity will remain a difficult task,” said Mike LaMena, Chief Executive Officer of Wealthspire Advisors. “By partnering with the CFP Board Center for Financial Planning and sponsoring the 2021 Virtual Diversity Summit and Career Fair, we hope to support and advance diversity and inclusion efforts in a meaningful way, both at Wealthspire and across the industry.”
More information about the CFP Board Center for Financial Planning, the 2021 Virtual Diversity Summit, and the Diversity Career Fair can be found at cfp.net.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 6th largest US-based privately owned broker, and 9th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
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