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Wealthspire Advisors Announces CFP Board Center for Financial Planning Sponsorship

November 17, 2021
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New York, November 17, 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 NFP

NFP, an Aon company, is an organization of consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. We are more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland serving a diversity of clients, industries and communities. Our global capabilities, specialized expertise and customized solutions span property and casualty insurance, benefits, wealth management and retirement plan advisory. Together, we put people first, prioritize partnerships and continuously advance a culture we’re proud of.

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.

Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

https://www.nfp.com/about-nfp/newsroom/wealthspire-cfp/
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