Forbes-SHOOK Financial Security Professional Rankings

This is not necessarily about coming up with uniform standards, but rather to elevate the best and brightest who are helping the public understand the need for a holistic plan that mitigates risk, and brings them financial security.”  – Marc Cadin

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Democracy,
above all else

Finseca was founded on principles of unification, and we unequivocally believe unification is critical to a brighter tomorrow. Finseca condemns the January 6 acts of violence committed against our nation’s capital.

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PPP Deductibility and Low Interest Rate Relief

Recently, Congress was able to overcome months of stalemate and agree on a 900+ billion dollars COVID stimulus package which was included with the 2020 year-end omnibus legislation to fund the federal government. After the CARES Act, the economic relief package is the second largest in our nation’s history.

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Finseca-Shield

Welcome to financial security for all

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When families are financially secure, they are ready for the unexpected

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Together, we will advocate for the profession

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Who we are

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.

What we do

Elevate

Finseca convenes conversations on professional conduct, promotes the profession as a career opportunity, and advances diversity.

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Accelerate

Finseca educates, trains, and provides professionals with tools to succeed in a changing market that positions the profession to serve clients better.

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Advocate

Finseca educates policy makers about the value of personalized, professional advice for helping Americans become more financially secure.

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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.

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Member highlight

“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

Member highlight

“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 

Educate

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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