Thought Leader. Financial Planner. Advocate.

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With nearly 6,000 students graduating from CFP Board-registered programs each year and about 5,000 career changers entering the profession (gauged by the number of certificate program graduates), according to December 2015 stats from CFP Board, the profession is receiving an influx of new practitioners.

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Without a doubt we, the Millennial Generation, believe that we can change the world. There is a “change agent” in each and every one of us. How do I know? Well, because we are different.

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“Keep track of what you’re doing so you can show the value that you’re bringing to the company,” said Rianka Dorsainvil, a certified financial planner and founder of Your Greatest Contribution. “It’s based on fact, not on emotions.”

I recommend that my clients create a family fund with their discretionary cash flow, but only after they have paid money into their retirement accounts, investments and savings accounts that fund their own goals.

Rianka R. Dorsainvil, CFP®

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Advisor Rianka Dorsainvil, 28, advises clients to set aside earnings for the specific purpose of assisting aging loved ones. Ideally, money to fund a family emergency, such as long-term care, is withdrawn from 30% of an adult child’s take-home pay.

"[My grandmother] was the kind of person who took care of everyone else."

Rianka R. Dorsainvil, CFP®

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Like so many other African-American women of her generation, Dorsainvil’s grandmother “was the kind of person who took care of everyone else," says the financial planner and the FPA’s 2015 NexGen President-Elect.

The biggest mistake is leaving money on the table.

Rianka R. Dorsainvil, CFP®

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“The biggest mistake is leaving money on the table,” said Rianka Dorsainvil, a certified financial planner with Financial Services Advisory Rockville, Md.

Black Enterprise

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Dorsainvil also serves as 2015 President-elect of the Financial Planning Association’s NexGen community, where she focuses on the cultivation of the next generation of financial planners, and was recently recognized by Investment News in their 2015 list of top “40 Under 40” financial services professionals.

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