Learning Center

PridePlanners Knowledge Circle: LGBTQ Advisors Tell Our Story

Product not yet rated

Includes a Live Event on 05/11/2021 at 10:00 AM (MDT)

Join FPA Pride Planners host, Robert Castillo, CFP®, ADPA℠ as he leads a conversation with FPA members about being ‘out’ on the job and working with the LGBTQ community. Robert has created a short survey for members to share about their experience in providing LGBTQ-inclusive financial planning. Whether you are interested in learning more about practice management or about advisors’ personal stories, we welcome all attendees who are curious about how to better serve the LGBTQ community.

Survey link: https://www.surveymonkey.com/r... 

Robert Castillo, CFP®, ADPA

Investment Advisor Rep, Gerber Kawasaki Wealth & Investment Management

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.

Key:

Complete
Failed
Available
Locked
LGBTQ Advisors Tell Our Story
05/11/2021 at 10:00 AM (MDT)   |  60 minutes
05/11/2021 at 10:00 AM (MDT)   |  60 minutes Join FPA Pride Planners host, Robert Castillo, CFP®, ADPA℠ as he leads a conversation with FPA members about being ‘out’ on the job and working with the LGBTQ community. Robert has created a short survey for members to share about their experience in providing LGBTQ-inclusive financial planning. Whether you are interested in learning more about practice management or about advisors’ personal stories, we welcome all attendees who are curious about how to better serve the LGBTQ community.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available