The Finseca Foundation sets the standard for collaboration and initiatives in the name of inclusivity, education, and community-building. It is also a resource to the profession and equips both Finseca members and financial security professionals with the tools, research, and skills needed to better serve clients in an ever-changing market. The Foundation provides leadership solutions designed for advisors, agents, managers, individuals, families, businesses.
By contributing to the Foundation, you 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.
Conduct and provide research to help financial security professionals better serve the needs of American consumers seeking to achieve financial security.
Provide resources for Americans to become more financially empowered consumers of financial products and services.
Advance and champion the next generation of financial security professionals by identifying top talent from diverse communities.
Howard Sharfman
Chair
John Bucsek
Immediate Past Chair
Sam Terrazzino
Treasurer
Ryan Beck
Trustee
Davin Bell
Trustee
Jessica Ciccarelli
Trustee
Bruce Davison
Trustee
Jamie Hebets
Trustee
Jim Pucci
Trustee
Dr. Maurice Springer
Trustee