How to Choose an LGBTQ+ Supportive Financial Planner

You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds. Perhaps you even started a spreadsheet in an attempt to organize your financial life. But there’s still that nagging feeling that you could be doing more with your money.

You’re ready to make a change. The good news – Unlike resolutions like “eating better” or “get 6-pack abs,” the burden of getting your financial life in order is something you can offload to a professional. Working with the right person can make all the difference.

But who can you trust? A recent study showed that 30% of LGBTQ+ people report experiencing bias, discrimination or exclusion within the financial services sector.

Since money is so personal it’s particularly important to find the right person. In this Life and Money article by Citi, Jenni joins a panel of queer advisors for a discussion on how to choose an LGBTQ+ supportive financial planner.