CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Tanya Frias, CFP®, ChSNC® who is Chief Financial Planner at Freeman Capital and has over 20 years experience in Financial Services with 13 years as a Certified Financial Planner. As the head of all things financial planning, she is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.

 

She is a graduate from City University of NY with a B.S. in Computer Information Systems and has completed the CFPⓇ(Certified Financial Planner) certification program at NYU and the ChSNC (Chartered Special Needs Consultant) certification program at the American College. Tanya will be attending Kellogg-Northwestern’s Executive MBA program in Fall 2022. Tanya lives in NYC and spends her free time hanging out with the world’s coolest 10-year-old, Zackary.

 

In our discussion we talked about:  

🎙️Talent Pipeline Recruitment and Retention Challenges

🎙️The Career Changer Candidate

🎙️The Freeman Way

 

Resources:

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