Why Women Belong in the Wealth Management Industry

Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations.

In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. Get ready to hear their inspiring conversation about why they believe wealth management is an awesome career choice for women.

Nicole, Delaney, and Stephanie discuss: 

  • Why the finance industry is a great career choice for women
  • How the industry offers women a successful career and professional life and allows for flexibility to have a fulfilling personal life
  • Why more women are joining the finance industry each year
  • How their families and male colleagues have shown support throughout their careers
  • Why they chose to work in the industry
  • How My Private Vista creates a supportive and nurturing work environment
  • And more

Related: ETF Focusing on Women-Run Companies Delivers Market-Beating Returns