Needed: More Women In Financial Planning

katrina & Mari

Katrina Soelter, who is working toward CFP® certification, and Mari Adam, CFP®

Mari Adam, CFP®, President of Adam Financial Associates in Boca Raton, Florida and Katrina Soelter, who is working towards CFP® certification, and a Financial Advisor with Wells Fargo Advisors in Los Angeles, partnered to support CFP Board’s Women’s Initiative (WIN) at Claremont McKenna College in Claremont, California on February 19.

Adam and Soelter spoke with 100 undergraduate and graduate students at Claremont’s 7th Annual Women and Leadership Workshop to discuss CFP® career paths and encourage more women to enter the financial planning profession.

Soelter, who just passed her CFP® exam and is completing her CFP® experience requirements, gave a presentation on financial literacy for young grads, highlighting the importance of budgeting, controlling debt and planning for the future.

The two are well positioned to talk about diversity and breaking down barriers. Adam and Soelter’s mom were pioneers in Claremont McKenna’s first coed graduating class of 1980, both admitted after the historically male college made the landmark decision to enroll women.

Adam is now an advocate for CFP Board’s Women’s Initiative.

Claremont’s Women and Leadership Workshop was co-sponsored by the Kravis Leadership Institute, the Berger Institute for Work, Family & Children, and The Robert Day School of Economics and Finance. The keynote speaker was Dorothy Attwood, Senior Vice President of Global Public Policy for The Walt Disney Company.

CFP Board’s Women’s Initiative encourages women to pursue careers in financial planning. While there has been impressive growth in the number of CFP® professionals in recent years, the percentage of women has remained flat at 23 percent for at least a decade.


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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One Response to Needed: More Women In Financial Planning

  1. Nick Smith April 20, 2016 at 2:26 am #

    Women have made and are continuously making their mark in the financial services arena and though they are still outnumbered, it wouldn’t be surprising if they equal or surpass the number of financial advisors in the future.

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