Recipients recognized for promoting diversity in financial planning
DENVER - The Financial Planning Association® (FPA®) announced its 2014 Diversity Scholarship recipients, recognizing professionals who are working to encourage diversity in the financial planning profession and the population served. The merit-based scholarship recipients earn one-year FPA membership and complimentary registration and travel expenses to the FPA Annual Conference – BE Seattle 2014 being held in Seattle, Sept. 20-22.
“FPA has been at the forefront in advocating for, and fostering, diversity in the profession,” said Lauren M. Schadle, CAE, FPA executive director and CEO. “Each of these scholarship winners share in this commitment and, through their actions, are having an impact in the profession and the communities they serve. We look forward to recognizing their accomplishments in Seattle.”
The FPA Annual Conference – BE Seattle 2014 Diversity Scholarship recipients are:
Scarlett (Yuanyuan) Che – Scarlett is a Client Service Associate with Blue Ocean Global Wealth in Bethesda, Md. and holds a Master’s Degree in Finance from Drexel University. Born in China, she worked at the Industrial and Commercial Bank of China helping families with loans and liability management. Scarlett is interested in supporting and developing niche practices that cater to the needs of diverse client populations, especially Asian-American. She is passionate about further integrating gender and age diversity in financial planning to better serve clients of all backgrounds.
Rianka Dorsainvil – Rianka is a Financial Adviser with Financial Services Advisory in Rockville, Md. and has a Bachelor’s Degree in Agricultural and Applied Economics, a CFP Board-Registered Program, from Virginia Tech. Rianka has volunteered her time to prepare taxes for low-income families in predominantly African-American and Hispanic communities through the IRS Volunteer Income Tax Assistance (VITA) program. She manages a blog where she writes about personal finance for young professionals, single women and minorities. Rianka is a recent graduate of the FPA Residency Program, a member of the Association for African American Financial Advisors, and is a member of FPA of the National Capital Area.
Phuong Luong – Phuong is a Financial Coaching Associate at Compass Working Capital, a non-profit organization that provides financial coaching to low-income working families in Boston. A CFP® candidate who recently completed the financial planning program at Boston University, she’s an active member of FPA of Massachusetts. Phuong’s family emigrated to the U.S. from Vietnam and she sees a need to educate first and second-generation immigrants/professionals about the need for financial planning in all stages of life.
The scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes:
Raising awareness of the profession in diverse communities;
Serving diverse communities with financial planning; and
Increasing professional opportunities for diverse communities within the financial planning profession.
The Diversity Scholarship Program is sponsored by the FPA Diversity Committee. The Committee’s mission is to develop strategies to raise awareness and promote inclusiveness of diverse communities including but not limited to: age, race, ethnicity, gender and sexual orientation in the financial planning profession. FPA strives to increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession.