LGBTQ Advisors Tell Our Story

When:  May 11, 2021 from 12:00 PM to 1:00 PM (ET)
The May 2021 PridePlanners Knowledge Circle will be held on Tuesday, May 11th at 12 pm ET.

Join FPA Pride Planners host, Robert Castillo, CFP®, ADPA as he leads a conversation with FPA members about being out on the job and working with the LGBTQ community. Robert has created a short survey for members to share about their experience in providing LGBTQ-inclusive financial planning. Whether you are interested in learning more about practice management or about advisors’ personal stories, we welcome all attendees who are curious about how to better serve the LGBTQ community. 

You can access the survey at: https://www.surveymonkey.com/r/RVYJTCV

Robert Castillo, CFP®, ADPA℠, is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative at Gerber Kawasaki Wealth and Investment Management where he has helped the LGBTQ and Latino communities since 2009. Before joining Gerber Kawasaki, Robert worked as an educator and fundraiser for non-profits devoted to LGBTQ equality and social justice. He is a founding member of Gerber Kawasaki as well as a member of their investment selection committee. In 2015, Robert started the firm’s first LGBTQ group which is devoted to providing financial planning services to same-sex couples and the community at large. Robert was a recipient of the FPA Annual Conference Diversity Scholarship in 2018 and is a volunteer with FPA’s Pride Planners LGBTQ Knowledge Circle. 

Please note, this Knowledge Circle will run a little different.  The registration link will take you to our new Learning Management System at fpalearning.onefpa.org.  You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.

Location

Online Instructions: