Investment News is a publication serving the financial industry with quality content, data, and information on core areas which include Retirement Strategies, ESG/SRI, Regulatory Issues, Diversity, Equity, and Inclusion, and more. They have an extensive reach which includes 1.1 million financial service professionals who influence more than $23 trillion in managed assets.
In 2014, they decided to recognize and celebrate up-and-comers in the financial advice industry with a 40 Under 40 award to highlight those contributing to finance with their accomplishments, contributions, leadership, and promise. Their team of reporters and editors select these recipients from over 1,000 online nominations nationwide. What sets this award apart from the others within finance is that it’s not based on how much assets you manage (AUM) or a fee paid (pay to play), instead, it’s based on the following criteria:
- Accomplishments: Successful advisors and industry-related projects exhibited by credentials and achievements.
- Contribution: Professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.
- Leadership: Advisors that offer guidance and successful management within a company or the industry as a whole.
- Promise: Celebrating professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
I am so incredibly excited and honored to say that I am a 2022 honoree for this prestigious award!!! Being recognized for this award is a dream come true as it’s quite unique for a solo firm to win, especially only a year and a half after launching Empowering Finance. I feel incredibly lucky that Investment News recognized that staying authentic, working with clients based on shared values and passions versus how many assets they may have, working with clients who are incredibly underserved by finance at large (LGBTQIA+ & BIPOC communities), and doing things quite a bit differently (hourly financial planning) than the rest of the finance industry is what will change this archaic industry for the better.
Thank you times infinity to each and every one of my clients who has worked with me since launching Empowering Finance as you made this possible! This is as much your award as it is mine and I am incredibly grateful for your support in making this dream a reality🌈! I can’t wait to continue working with badass humans and making finance a better place😊🦄 .