You belong here

Founded in 2020, Finseca (Financial Security for All) is the home of the top financial security professionals. Achieving financial security means improving people’s lives, protecting their livelihoods, and enhancing their future wellbeing. Our members are the only professionals that can guarantee this.

Finseca is the only member-driven community:
  1. Providing exclusive access to the brightest minds in the profession,
  2. Serving as a credible source for the profession, and
  3. Shaping the future of it.

How to become a member

A personalized member experience

Expand your network
  • Exchange strategic insights and grow your career with the best and brightest in the profession
  • Attend Finseca annual meetings
  • Let’s Chats, You Ask, We Answer, and member-only calls
Leadership & professional development
  • 6 AM daily news brief delivered to your inbox
  • Weekly newsletters & monthly webinars on practice management, tax insights, and key market trends
  • Exclusive access to courses and master classes, as well as marketing pieces to share directly with your clients and COIs
Recognition opportunities
  • Finseca Impact Awards
  • Forbes-SHOOK Financial Security Professional Rankings
  • Thought leadership speaking opportunities
Increase your
  • Advocate on behalf of the profession by becoming an Ambassador
  • Join the Finseca Foundation to drive greater inclusivity, education, and community-building
  • Elevate the profession by promoting the noble work our members do
90% of Finseca members believe their membership has benefited their business.
80% of Finseca members believe their membership has benefited their career. 

All Finseca members have access to

Finseca represents the entire profession

Contact our team

Finseca Membership Team

Claire Etheridge

Manager, Member Success

Anna Murphy

Coordinator, Membership and Engagement

Finseca’s mission is to advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.