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Who we are
Together, we elevate our profession by serving the needs of our members. Together, we protect dreams and promote financial wellbeing for all. Together, we are Finseca.Together, we are the home of the top financial security professionals.
What we do
Elevate
Finseca convenes conversations on professional conduct, promotes the profession as a career opportunity, and advances diversity.
Educate
Finseca courses place special emphasis on creating organizational alignment, adopting a strategic mindset, and accelerating your business.
Accelerate
Finseca educates, trains, and provides professionals with tools to succeed in a changing market that positions the profession to serve clients better.
Advocate
Finseca educates policy makers about the value of personalized, professional advice for helping Americans become more financially secure.
Why Finseca
We believe prosperity and financial security are at the heart of the American Dream. And you work every day to make that dream a reality for your clients. Today a lack of planning is making our work more essential than ever before. Finseca is here to serve you. Those who have built careers helping families and businesses prepare for the tomorrows they expect – and for those they don’t foresee.
You belong here
Founded in 2020, Finseca (Financial Security for All) is the home of the top financial security professionals. Achieving financial security means improving people’s lives, protecting their livelihoods, and enhancing their future wellbeing. Our members are the only professionals that can guarantee this.
Finseca is the only member-driven community:
Providing exclusive access to the brightest minds in the profession,
.Serving as a credible source for the profession, and
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