InvestmentNews: LGBTQ+ clients’ financial needs are diverse, just like them

By Mindy Neira, , CFP®, ChSNC®

Wealth Manager, Principal

June 12, 2024
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“It’s no secret that it’s a trying time to be a member of the LGBTQ+ community. While the country has progressed extensively into accepting same-sex couples, there’s still a lot of work that needs to be done, especially for members in the transgender community.”

“That’s the belief espoused by Mindy Neira. As a member of the LGBTQ+ community herself, she says getting into the niche of serving the queer community to be of utmost importance.”

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