Learning Center

Journal in the Round: Diversity and Inclusion

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Includes a Live Event on 12/02/2020 at 12:00 PM (MST)

This month we are eager to discuss the diversity and inclusion theme of the November Journal of Financial Planning. Led by host Robert Castillo, ADPA, panelists Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® and Enjoli Ramsey will delve into the financial planning profession’s progress on diversity, inclusion and representation. Topics will include the realities diverse employees face, tangible takeaways to implement in your firm, how we can do better to become a more inclusive community and what the future looks like.

Robert Castillo, CFP®, ADPA

Investment Advisor Rep, Ross Gerber and Danilo Kawasaki

Robert Castillo, CFP®, ADPA℠, is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative at Gerber Kawasaki Wealth and Investment Management where he has helped the LGBTQ and Latino communities since 2009. Before joining Gerber Kawasaki, Robert worked as an educator and fundraiser for non-profits devoted to LGBTQ equality and social justice. He is a founding member of Gerber Kawasaki as well as a member of their investment selection committee. In 2015, Robert started the firm’s first LGBTQ group which is devoted to providing financial planning services to same-sex couples and the community at large. Robert was a recipient of the FPA Annual Conference Diversity Scholarship in 2018 and is a volunteer with FPA’s Pride Planners LGBTQ group.

Lisa A. Kirchenbauer, CFP®, RLP, CeFT

President, Omega Wealth Management, LLC

Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® is Founder & President of Omega Wealth Management in Arlington, VA and a 2021-2023 member of the FPA National Board.  Lisa has 35 year of experience in the financial services industry, 30 years in the financial planning profession and has run her firm- a diverse team of professionals- for 21 years.  She is especially passionate about expanding the representation of women and people of color within the financial planning profession, and is a student of intentional business management and leadership.

Emjoli Ramsey

Chief of Outreach and Recruitment for the Air Force Office of Diversity & Inclusion

Ms. Enjoli Ramsey is the Chief of Outreach and Recruitment for the Air Force Office of Diversity & Inclusion.  In this role, she is responsible for developing and implementing a comprehensive diversity outreach and recruitment strategy to support the Air Force Diversity and Inclusion mission.  Ms. Ramsey began her career as a Navy Officer.  She separated from active duty in 2011 and affiliated with the Navy Reserves where she currently supports the Office of Military Compensation. An aspiring career changer, Ms. Ramsey completed the College for Financial Planning CFP ® Certification Education Program in 2019 and passed the CFP ® exam in March 2020.

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Journal in the Round: Diversity and Inclusion
12/02/2020 at 12:00 PM (MST)   |  60 minutes
12/02/2020 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available