“This year’s honorees are going above and beyond building successful practices,” Brian Wallheimer, editor-in-chief of Financial Planning, said. “They’re deeply involved with their local communities, whether it’s fighting wealth inequality through mentorship, doing pro bono work, donating to charity or devoting their services to marginalized groups.”
This recognition program highlights 10 honorees with diverse professional backgrounds and represents organizations that vary in size and concentration.
For example, Kristian Mtweta is a Zimbabwean immigrant who began his wealth management career as an intern and rose to the ranks at his firm to become its first Black vice president. Sloane Ortel, a transgender woman and the Founder of Invest Vegan, has focused her practice on finding ethical ways to invest beyond ESG funds.
The complete list of finalists are:
- Samuel Deane, president and CEO of Deane Wealth Management
- Gideon Drucker, president of Drucker Wealth
- Andre Jean-Pierre, founder and wealth advisor of ACE Advisors
- Arvette M. Reid, client services director of Lifecare Affordable Plan (SEIA)
- Kristian Mtetwa, associate vice president of 49 Financial
- Sloan Ortel, founder of Invest Vegan
- Eric Rodrigeuz, founder and financial partner of WealthBuilders LLC
- Ana Trujilo Limon, director of coaching and advisory content at Carson Group
- Zach Tuetsch, managing partner of Values Added Financial
- Jay Zigmont, founder of Childfree Wealth
Read more about the finalists and their noteworthy accomplishments here: https://www.financial-planning.com/list/financial-plannings-2023-rising-stars-award-winners
About Financial Planning
Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax and regulatory requirements.
About Arizent
Arizent is a business information company that advances professional communities by providing insights and analysis and convening industry leaders. The company uses deep industry expertise and a data-driven platform to deliver its services, which include subscriptions, marketing services, live events and access to Leaders, an executive forum. Arizent also connects business communities through leading financial services brands like American Banker, The Bond Buyer, Financial Planning and National Mortgage News, as well as professional services brands like Accounting Today, Employee Benefit News and Digital Insurance.
Media Contact
Brian Wallheimer, Arizent, 212-803-8500, [email protected], www.Arizent.com
SOURCE Arizent
