Aspiriant Awards 3 Scholarships to Next-Gen Financial Advisors

Aspiriant Awards 3 Scholarships to Next-Gen Financial Advisors

In support of a more diverse generation of forward-thinking financial planners, Aspiriant is happy to announce the first three recipients of the Aspiriant Impact Scholarship.

Aspiriant partners with the CFP Board Center for Financial Planning — which shares our belief that every American should have access to competent and ethical financial planning services — to create the annual scholarship for students pursuing a career as a Certified Financial Planner™ (CFP®).

We’re excited to introduce the first three awardees, who will each receive $5,000 for their passion and commitment to the profession:

  • Gabriel Solis — After 10 years in the field of education and passionate about mathematics, Gabriel is ready to make the leap into the financial planning profession. Becoming a CFP is a “legacy” for him as he feels empowered to help families become liberated from generational poverty. Having been inspired by going through Dave Ramsey’s baby steps, he decided to make a career change and help others achieve financial liberty.
  • Alejandra Fong-Perez — Alejandra became passionate about the financial planning profession after having little exposure to quality financial advice growing up. The first in her family to graduate from a four-year university, she seeks to fill the gap for her community and connect other immigrant families with opportunities to make confident and educated financial decisions.
  • Katrina Sable — Katrina is the second member of her family to go to college, earning a full scholarship for her leadership and community involvement. Excelling in math, language and economics, she graduated with honors in 2010 with a Master’s degree in economics.

The Aspiriant Impact Scholarship program was launched last year as part of our Diversity, Inclusion and Belonging initiative, which strives to cultivate a quality workforce with a broad range of perspectives and backgrounds to serve clients. We believe a diverse and inclusive culture is essential to helping people of all walks of life achieve their financial and life goals.

Katrina, Gabriel and Alejandra were selected from a pool of 100 applicants representing diversity in terms of gender, race, ethnicity, disability, sexual orientation and financial need.

“We are honored to assist these talented, dedicated students in becoming part of the next generation of financial planners. These recipients truly have the intelligence, vision and heart to meet clients where they are with dignity and respect and help them realize their financial dreams,” said Aspiriant CEO Rob Francais.

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