Frank Paré talks diversity, institutional change and those sensitivity training videos
The financial planning industry is overwhelmingly white (and male). Only 1.8% of just over 92,000 certified financial planners identify as Black or African-American, according to data from the CFP Board, the nonprofit group that sets the standards for the CFP credential, the gold standard of individual planner designations. Among those 1,652 professionals, Frank Paré, 58, is widely …
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