12/21/22

Diversity in Financial Services: Why It Matters for Asian American Immigrants

The financial service industry has a long history of lacking diversity, which can make it difficult for Asian American immigrants to find representation and advice that speaks to their specific needs and concerns. In this video, we will discuss the challenges faced by Asian American immigrants in the financial industry and offer tips on how to find a fee-only, fiduciary, CFP® professional who can speak their language and provide personalized, ethical financial guidance. If you are an Asian American immigrant looking to take control of your finances, this video is for you. Tune in to learn more about the importance of diversity in financial services and how to find an advisor who can help you achieve your financial goals.

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