Thought Leader. Financial Planner. Advocate.

How a 30-Year-Old CFP Runs a Booming Digital Firm

User Rating: 0 / 5

Star InactiveStar InactiveStar InactiveStar InactiveStar Inactive

If you aren’t the disrupter, you will be the disrupted. That’s where the financial planning industry is headed, according to one of its more prominent young disrupters, Rianka Dorsainvil, 30.

The certified financial planner and founder of fee-only virtual firm Your Greatest Contribution elaborates on that prediction in an interview with ThinkAdvisor.

Dorsainvil, the former president of the Financial Planning Association’s NexGen community, is atypical in assorted ways. For a start, while most advisors are male, middle-aged and Caucasian, she is female, a millennial and biracial (African-American and Chilean). Plus, the business model she employs is 180 degrees from traditional.

The planner is already making inroads with her successful two-year-old solo practice featuring client meetings via video conferencing. She focuses on young professionals, who are charged a retainer payable on a quarterly basis.


Popular Posts

© Copyright 2017-2018. All Rights Reserved. Your Greatest Contribution. Designed by Lockett Consulting