NAPFA Women's Initiative
Mission
The NAPFA Women鈥檚 Initiative strives to attract, support, educate, and develop women as leaders within the financial advisory profession and to raise the awareness of the need for more female advisors. We work toward this mission by building a community of women advisors, providing programs at NAPFA events, attracting media attention through articles in financial publications, and providing networking, advocacy, and mentorship opportunities to women.
Check out our and discover ways to get involved.
Women to Know
This annual campaign recognizes female NAPFA advisors for their professional achievements and dedication to advancing women in financial planning. View the NAPFA Women to Know for 2025!
Committee Members
NAPFA's Women Initiative Committee is made up of dedicated volunteers who are passionate about developing women as leaders in the financial planning profession. For more information about the committee please visit this page.
Connect with NAPFA's Women's Initiative
NAPFA's Women's Initiative currently hosts a Facebook group dedicated to sharing stories, conversation and thought leadership content that coincides with the mission of the Initiative.
Join the group .
View Interviews with Long-Standing Female NAPFA Members
Learn about how some of NAPFA's long-standing female advisors got started in the financial planning industry and as members of NAPFA. Each woman interviewed below has been a member of NAPFA for more than 30 years!
Vicki is the founder of Schultz Financial Group and has served on NAPFA鈥檚 Board of Directors.
Interviewer: Alyssa Yocom, MS, CFP庐, Wealth Manager
Janet Briaud, CFP庐 is the founder of Briaud Financial Advisors and has been a NAPFA member of more than 30 years.
Interviewer: Alyssa Yocom, MS, CFP庐, Wealth Manager
Sharon Rich, EdD is the founder of Womoney.
Interviewer: Rachel DeCarolis, CFP庐, CeFT庐
Mary is the founder of Dean Roland Russell.
Interviewer: Amy Irvine, CFP庐, EA, MPAS庐, CCFC
Susan is the founder and president of Financial Focus, Inc.
Interviewer: Abby Hasling, CFP庐, ChSNC庐
Resources
, Janelle Fumerola and Abby Hasling
, Heather R. Ettinger
, Jen Dawson
, Janelle Fumerola
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, Susan Green
Women鈥檚 Initiative Exclusive Sponsor
