Using our 4-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.
SPEAK TO LA'S TOP FEMALE FINANCIAL ADVISOR
While some older men may have resisted the idea of hiring a female financial advisor, a recent study suggests that the number of women in senior positions at banks is increasing. In addition, more female clients are demanding to have a female adviser. Some financial-advisor firms receive more requests for female advisers than males. Female clients are more likely to seek out advice on topics that are relevant to their interests.
Another factor to consider is whether you'll feel more comfortable working with a female advisor. The female advisor you choose should be comfortable discussing sensitive financial matters with you, and you should trust the advisor's advice. The first step is to consider your financial situation and which advisor type would be best for your needs. Ultimately, the decision is yours, but you can start with our female financial advisor at Empress Investment Group.
WORK WITH OUR FEMALE FINANCIAL ADVISOR
When it comes to the financial industry, there are many reasons why you may be having trouble finding a female financial advisor. The financial industry is overwhelmingly male - it is estimated that approximately 35 percent of all financial advisors are women. That means that you will want to find a female financial advisor who understands your priorities and needs, including family and career goals.
Women often prefer a female financial planner. It may be easier to connect with her and be comfortable talking to her. At Empress Investment Group, our female financial advisor Meagan Phelps was ranked on Forbes 2021 #54 out of 250 financial security professionals nationwide. With decades of experience helping women plan their future, preserve wealth, and achieve their financial goals, you can get started on yours as well. Book your free consultation to plan your financial future.