Donation Supports Diversity in Financial Services Industry

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In collaboration with the member firms of Zero Alpha Group (“ZAG”), a national network of wealth management firms that share a common bond in their fiduciary practices, evidence-based investment philosophies, financial planning strategies, and long-term private wealth management solutions, Beaird Harris has made a donation to the CFP Board Center for Financial Planning (“the Center”) to create a more diverse and sustainable financial planning profession.

Beaird Harris’s donation was combined with that of fellow ZAG firms to result in a $50,000 gift. ZAG’s donation was further leveraged by the Center to yield more than $20,000 in additional contributions.

Since its launch in 2015, the Center has embarked on initiatives to grow, diversify, and sustain the financial planning profession. Thanks in part to the Center’s programming, the number of Black and Latino CFP® professionals increased by 12.6% in 2020—nearly five times the growth rate of all CFP® professionals—while the number of women CFP® professionals rose to 20,633, reflecting a growth rate of 3.1% over 2019.

Obtaining CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners—a certification nine Beaird Harris colleagues hold. CFP® professionals meet rigorous education, training and ethical standards and are required to serve as fiduciaries when providing financial advice to clients.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beaird Harris Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Beaird Harris Wealth Management, LLC.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Beaird Harris Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Beaird Harris Wealth Management, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

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