Author: Melissa Dolber-Grappone

FREE 13.2 Q&A: Diana (Curbelo) Curran

American Portfolios (AP)-affiliated financial advisor Diana Curbelo is among a group of women representing just 14 percent of the total investment professional population. She will soon be among 25 percent of women holding their Certified Financial Planning (CFP) designations. Yet, after 13 years in the business and a thriving practice with over 500 clients and close to $90 million in assets under management to show for it, Curbelo is just beginning.

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Finance Fairy Godmothers – Women in Finance

Fairy tales aside, it is often assumed that “Prince Charming is born knowing how to manage finances. Women, of course, are not,” stated AP-affiliated financial advisor Judith Beckman, CFP®, (Financial Solutions; Northport, N.Y.). It is a glaring fact that the number of women in finance versus that of their male counterparts is a shockingly low number; but what does this say about society’s double standard?

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