Who we are
Together, we elevate our profession by serving the needs of our members. Together, we protect dreams and promote financial wellbeing for all. Together, we are Finseca. Together, we are the home of the top financial security professionals.
What we do
Elevate
Finseca convenes conversations on professional conduct, promotes the profession as a career opportunity, and advances diversity.
Accelerate
Finseca educates, trains, and provides professionals with tools to succeed in a changing market that positions the profession to serve clients better.
Advocate
Finseca educates policy makers about the value of personalized, professional advice for helping Americans become more financially secure.
Why Finseca?
We believe prosperity and financial security are at the heart of the American Dream. And you work every day to make that dream a reality for your clients. Today a lack of planning is making our work more essential than ever before. Finseca is here to serve you. Those who have built careers helping families and businesses prepare for the tomorrows they expect – and for those they don’t foresee.
Member highlight
“Our work tends to be fairly collaborative internally. We plan goals as a firm and individually, and each mentor meets with their team on a quarterly basis at a minimum to track progress and keep the team members engaged and focused.”
Andrea L. Dykes
Howard Insurance
Member highlight
“The challenge is having clients understand there is a vast difference between someone just writing them policies and a professional life insurance planner who will ensure their needs and wants are being addressed in the most cost-efficient manner possible and will be with them over a long time.”
Franke Seneco
Seneco & Associates
Financial security defined
Financial security empowers oneself, relieves stress, enhances peace of mind, protects dreams, and provides individuals, families, and businesses with freedom.
Firm and agency management
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Leading Change: Through the Advisor’s Eyes(opens new window)
Marketplace analysis
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