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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.

Women's Initiative Student Scholarships

The purpose of the NAPFA Women鈥檚 Initiative is 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. Currently, women make up less than 30% of all financial advisors in the profession. We hope this scholarship opportunity will encourage more women to explore this profession.

Applicants should be female undergraduate students of any major enrolled in a college or university in the United States. Students who will be a sophomore, junior, or senior in Fall of the year application period is open. The scholarship award includes $2,500 toward tuition, preferably applied toward a personal finance course, complimentary 1-year student affiliate membership to NAPFA, and mentoring opportunities with the NAPFA Women's Initiative. Visit the student scholarship page to learn more about application due dates.

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