FPA Announces Diversity Awards

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

By: Karen Demasters

Two women from China and Columbia will receive the Financial Planning Association Diversity Scholarships, which recognize professionals who are working to encourage diversity in the financial planning profession, FPA announced Wednesday.

Danqin (Kristin) Fang was born in China and came to Lubbock, Texas, to pursue a career in financial planning. Since arriving in the United States, she has obtained a master’s degree in personal finance from Texas Tech University, earned the certified financial planner (CFP) certification and has been working towards her chartered financial analyst (CFA) designation. She is a senior financial analyst at Evensky & Katz/Foldes Financial Wealth Management in Coral Gables, Fla.

Pamela Peña Serrano was born in Colombia and started her career in the United States in commercial law and real estate before receiving a bachelor’s degree in business administration, with an emphasis in finance, from Florida International University. She became the first Hispanic firm member at Carson Wealth Management in Omaha, Neb., where she is an associate wealth advisor.

The merit-based scholarship recipients earn one-year FPA membership and complimentary registration and travel expenses to the FPA annual conference BE (business and education) Boston 2015. The scholarships will be presented there later this month.

“The recipients of the Diversity Scholarships this year are doing admirable work in not only representing the new face of financial planning, but also in making diverse communities aware of the importance of financial planning,” FPA executive director and CEO Lauren M. Schadle said in a prepared statement.

Financial Advisor

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Retirement Income Specialist Jason Juhl Joins Carson Wealth in Des Moines

Des Moines, IA – October 16, 2020 – Wealth Advisor Jason Juhl, RICP®, has announced his decision to affiliate with Carson Wealth to provide his clients with the support and services of a full roster of highly specialized professionals, ranging from estate planning to CPAs and tax profession …

Carson Partner Bender Financial Services Rebrands to Carson Wealth

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advanta …

Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to C …

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
1 2 3 4 5 6 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation