Summary: The financial advice profession has often fallen short when it comes to serving young people, people of diverse backgrounds and low-net-worth households. That’s because one of the longtime draws of financial advice is earning above-average income by offering services to the wealthy. But younger advisors today see more than that—they see opportunities serving those groups who aren’t being served.
 “I wanted to start with young professionals in a certain part of their careers where they could afford to pay a planning fee,” says Luis F. Rosa, of Build a Better Financial Future, about his goals when starting his own firm. “People early in their careers who are still accumulating have a great opportunity to make all the right decisions for their future. |
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