The Finseca Foundation will set the standard for collaboration and initiatives in the name of inclusivity, education, and community-building. It will also be a resource to the profession and equip both Finseca members and financial security professionals with the tools, research, and skills needed to better serve clients in an ever-changing market. 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.
Armed with the data and insights provided by the Finseca Foundation, the profession will make impactful change. As a profession, we will move the dial on things we have been talking about for a decade. As a result:
When you support the Foundation, you support financial empowerment, security, and equality for all.
A digital event with leaders in mind.
Learn cutting-edge strategies intentionally focused on designing, recruiting, and inspiring high-performing teams, and connect with other leaders within the profession.
Immediate Past Chair
EVP of Advancement & Operations
Manager, Finance & Operations
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