Paving The Way For More Women In Financial Careers

Fellow panelists included Lenore Reiner, VP and Responsible Investment Strategy Specialist at Calvert/Eaton Vance, and Gabriela Santos, Executive Director and Global Market Strategist at J.P. Morgan Asset Management.

The panel was moderated by Christina WorleyCPA, CFP, CFA, Managing Member at Castle Wealth Management in West Palm Beach.

We had a lot of fun and enjoyed sharing stories about how we got into our respective careers, why we need to attract more women to finance (for example, the percentage of women CFPs is still stuck at 23% after more than two decades), how to work with mentors (and mentees), and what skills and credentials pave the way to successful careers in finance.

The main message: We all love what we do and hope to encourage more women to give finance a try!

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, 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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