Clients Want to Work with Female Advisers

Tuesday, September 17th, 2019

By: Peter Vander Ploeg, CFP®

14.3% is not a big number.  Yet only 14.3% of all advisors today are women as highlighted by this Wall Street Journal article, “Clients Want to Work with Female Advisers, and Firms Are Taking Notice.”

24 years.  That’s how long-ago Judy Shine started Shine Investment Advisory Services, pioneering as a first fee-only advisor in a male-dominated industry.  The firm continues her legacy today with four female senior CFP® certified advisors, three of whom are principals in the firm.