CI Budros Ruhlin Roe, Inc. (BRR) is thrilled to announce that Samantha Anderson, CFP®, Wealth Manager, has been selected as a spokesperson for the National Association of Personal Financial Advisors (NAPFA) 2019 Radio Media Tour. The tour kicked-off on International Women’s Day, March 8th, and focused on actions to help women achieve financial stability. More than 540,600 listeners tuned in as the interview aired over 100 times on 97 stations across the United States.

Listen to the interview here.

“Participating in the radio tour was a great opportunity to shed light on the challenges women face in achieving financial stability, as well as provide helpful strategies that can be utilized to increase financial confidence and work towards financial independence.” said Samantha.

Anderson is a CERTIFIED FINANCIAL PLANNERTM and joined CI Budros Ruhlin Roe in 2011. Samantha launched the firm’s Women in Wealth Management Scholarship in 2016, which encourages college women to pursue a career in wealth management by providing a paid internship at the firm in addition to a financial scholarship.  The scholarship program has proven to be a successful method of attracting female advisors to BRR, as two of the three scholarship recipients have been hired into full-time positions. Samantha also leads the women’s initiative for the firm, which includes conducting internal leadership discussions and spreading awareness in the community.

Diversity has been a focus of BRR for years with nearly 50% of the firm’s employees being female.  However, women make up only 23% of CFP® professionals nationally, which is why BRR is making it a priority to raise awareness of the profession among women, and other underrepresented groups, to continue to increase diversity on their team of advisors, and across the industry.  This will ultimately allow the profession to better serve the community.

Outside of the firm, Samantha is Co-Chair of the Women’s Initiative Committee for NAPFA, whose mission is to attract, support, educate, and develop women as leaders within the financial advisory profession, and to raise awareness of the need for more female advisors. She also is a member of the Finance and Investment committee for The Women’s Fund of Central Ohio, and volunteers with Cause for Canines dog rescue.

“The National Association of Personal Financial Advisors does a great job of promoting diversity within our industry, as evidenced by this recent Radio Media tour,” said Scott Rister, President of CI Budros Ruhlin Roe. “We are very proud to have Samantha featured as a spokesperson.”

In addition to radio spots, the interview was posted in several national newspapers including the San Francisco Chronicle, LA Times and Chicago Tribune.

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