individual Awards

These Diversity & Inclusion Awards illustrate that diverse individuals can and do succeed in the financial advice business and their stories are meant to inspire others.

Our Lifetime Achievement winner has demonstrated outstanding leadership for decades. Each of our See It, Be It Role Models have at least 10 years of experience in the industry. Rising Stars have fewer than 10 years in the business, however, they show excellent promise to be an industry leader for many years into the future.

See it, Be it Role Model

Nandita Das

Founder & owner Das Financial Health Newark, Del.

After living in three countries and changing careers, Nandita Das thought she had the credentials to be successful in America fairly quickly. She soon realized she didn't because she could not understand the maze that is American finance. So she became a financial adviser and founded her firm to help other immigrant professionals secure their dreams for their families.

Ms. Das is also a full-time associate professor and director of the CFP Board's Registered Financial Planning Program at Delaware State University, a Historically Black University.

If she sees a need that isn't being met, she'll develop a program to meet those needs. One example is the university's Financial Planning and Investment Club, which she calls her "baby with a 26-month gestation period."

She calls her students her "kids" because she is keenly aware that she often provides the only moral support they have during their education, as many are first-generation college attendees. When she takes students to professional conferences, they are often intimidated because they don't see anyone who looks like them.

She tells them, "Well, when I came to this country, nobody looked like me, either."

— Kathy J. Mills

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions


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