Together, we are the leading voice in financial security. 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 financial security for all.
“I think unifying the profession is incredibly important right now. The economy’s going through a rough time, social injustice is an important concern, a new administration is on the horizon, tax rates could potentially go up. The country is facing so much right now. In the midst of all that, we need a strong voice to represent the profession.”
Rick Van Benschoten, CFP
CEO of Lenox Wealth Advisors
“We are in the relationship business. When we position our careers as opportunities to help people and deliver financial security, then we attract young people from all walks of life who are staking their careers on the chance to do good.”
Luis Chiappy, CFP, CLU, ChFC, LUTCF
Executive Vice President of Equitable Advisors – South Florida Branch
The Finseca Foundation sets the standard for collaboration and initiatives in the name of inclusivity, education, and community-building. Your support will help expand financial empowerment, attract the next generation of talent and diversity to our profession, and make a difference in the lives of the people we serve.
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