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Recognizing Achievements of Three Professionals Promoting Diversity in Financial Planning
FPA awards Diversity Scholarships to attend the 2017 FPA Annual Conference in Nashville
DENVER (September 5, 2017) - The Financial Planning Association
) announced the recipients of the Diversity Scholarship, which recognize 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
2017 FPA Annual Conference
, to be held Oct. 2-4 in Nashville.
"FPA is a dynamic community of professionals who are representative of the increasingly diverse world within which we live. Diversity among our members, and among those they serve, is a central quality of our association that is unique and special to our association," says 2017 FPA President Shannon J. Pike, CFP
. "This year's recipients of the Diversity Scholarships are doing terrific work in their communities and are helping making financial planning more accessible as a profession and more accessible to the public. We look forward to recognizing them and their accomplishments in Nashville."
The 2017 FPA Annual Conference Diversity Scholarship recipients are:
Kathleen Boyd –
Boyd, from Long Beach, Calif., is a 2nd-year Ph.D. student at Kansas State University where she is studying financial planning and therapy. She is an active leader in the FPA of Orange County chapter where she volunteers to support chapter advocacy and pro bono financial planning efforts. She is the founder of Long Beach Financial Planning Day and her work in the community has been recognized by federal, state and local lawmakers and civic organizations.
Roger Ma, CFP
Ma is a Certified Financial Planner™ (CFP
) professional and founder of lifelaidout, LLC. in New York, NY. Active in pro bono financial planning, he supports the programs offered by the FPA of New York chapter and has worked directly with the New York Public Library, Prep for Prep, and Youth Venture, among other organizations.
Divam Mehta, CFP
Mehta is a Certified Financial Planner™ (CFP
) professional and president of Mehta Financial Group, LLC. in Richmond, Va. Recognized as one of
' "40 Under 40" in 2016, he immigrated from India when he was five years old and personally experienced many of the challenges that most immigrants face when moving to a new country. These experiences have led him to take on leadership roles in the Indian-American community where he is also providing pro bono support and education.
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.
About the Financial Planning Association
The Financial Planning Association
) is the principal professional organization for CERTIFIED FINANCIAL PLANNER
) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One Connection
to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP
professional. Learn more about FPA at
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