Did you know that 98.9% of all investment assets under management are controlled by firms owned by white male? (WealthManagement.com)
Did you know that only 23% of Certified Financial Planners™ are female? (CFP Board statistic)
According to a Boston Consulting Group study, 73% of women are dissatisfied with their financial service providers, and many report having experiencing condescension, disrespect, and poor advice.
That won’t happen at Financial Pathways. Not that we have anything against white males. Our founder, James Kinney, is a white male. But many women simply prefer to work with another woman when it comes to their finances. We understand.
Certified Financial Planner™ Luba Globerman has worked with many of Financial Pathways’ single, divorced, and widowed female clients. A single woman herself (widowed) gives her a unique perspective, to the benefit of her clients. In addition to over a decade of experience as a CFP(r), Luba has also had extensive training in the financial aspects of divorce, and can help clients navigate this challenging financial terrain.
Isn’t time you finally got the respect you deserve from your financial advisor? Call or contact Luba today for a no obligation consultation.