August FPA DEI Learning Series: A Portfolio Isn't the Only Thing Advisors Should Be Looking to Diversify
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For our Retirement Risk Readiness Study we surveyed a nationally representative sample of U.S. individuals over the age of 25 with household incomes over $50,000 (singles) and over $75,000 (married or partnered) OR those with investable assets over $150,000, comprised of almost equal amounts of men and women over three different demographics of the BIPOC community, with the goal of understanding their concerns and approaches to retirement and seeking financial advice from a professional.
Travis Walker
Allianz Life Insurance Company of North America
With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE