Together we can.
Empower the next generation of financial planners through coaching, mentorship, and community.
Together we can.
Empower the next generation of financial planners through coaching, mentorship, and community.
Empower the next generation of financial planners through coaching, mentorship, and community.
Empower the next generation of financial planners through coaching, mentorship, and community.
Our amazing team of part-time volunteers, professors, board members, coaching professionals, and corporate partners are committed to increasing access to the financial services profession across all demographics. We take convictions and turn them into action by working directly with students, professionals and financial planning programs at universities and colleges.
Seeing the need for energetic, creative work in this area, we came together to provide sensible solutions for students looking to join financial services. Our industry is not representative of the United States today and that needs to change. We want to mentor, coach, and help build community for those eager to make an impact on this profession.
We are focused on building a more inclusive, representative, and vibrant financial services profession by working directly with colleges and universities to support the next generation of skilled professionals. We offer distinct coaching, internship, and leadership programs for students looking to thrive in financial services.
All donations will go directly to support student programing, conference attendance, coaching, and mentorship.
A Message From Our FinServ Fellows
A Message From Our President Jamie Hopkins
Find out about our new initiatives and engage with us as our community grows.