Diversity and Inclusion in Financial Planning with John Eing

John Eing is a partner and financial advisor at Abacus Wealth
Partners.  As a financial advisor, John is passionate about
simplifying and demystifying finances for his clients, and
creating sound financial strategies allowing them to do what they
love most.  He is also a member of the firm’s M&A team
and investment committee.  Prior to joining Abacus, John was
the Controller of Wells Fargo's $30B asset-based lending
group.  He holds an Executive MBA from the Anderson School
of Management at UCLA, a BA in Economics from UC Berkeley, is a
Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER.


In his free time, John and his wife, Andrea, enjoy spending time
with their two children Nathan (8) and Mia (4).  In his
free, free time John is an avid fan of the Los Angeles Lakers.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


How Abacus Wealth Partners is focusing on diversity, equity
and inclusion

Why you should do everything that makes you feel
uncomfortable in business

The difference between diversity and inclusion

The path that led John to financial planning and Abacus
Wealth Partners

How to provide a space to openly discuss diversity, equity
and inclusion in the work environment

The benefits seen at Abacus with the cultural lunch and
learns

Diversity gaps in the financial industry

How understanding your client’s cultural background can make
you a better advisor

A hurdle for financial education across different
nationalities

How to turn the diversity, equity and inclusion conversation
into action

Why personal finance must be taught in schools

What progress might look like when expanding diversity in the
financial industry



LINKS WE MENTIONED ON THE SHOW:


Economic vs Financial Planning Education Survey

Save More Tomorrow by Shlomo Benartzi

The Digital Nervous System by Bill Gates



GET SOCIAL WITH JOHN AND LET HIM KNOW YOU HEARD ABOUT HIM
HERE


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