Thought Leader. Financial Planner. Advocate.

A Peek Inside Her Agenda: Rianka R. Dorsainvil

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Her Agenda sat down with Rianka to learn more about her career as a CFP® pro, how millennials can begin saving for their retirement now, and what keeps her inspired to help others attain financial freedom.

Her Agenda: What are your major responsibilities as a CFP® pro? What is the most challenging part of your job, and what is the most rewarding?

Rianka Dorsainvil: When you work with a financial planner, you want to work with someone who is dedicated and committed to that career. In order to be a CFP®pro, you must adhere to the four E’s: Education, Experience, pass an Exam (a one-day, six-hour test), and Ethics, the latter of which is one of the most important because it shows the standards you are held to as a CFP®professional. My job as a financial planner is to provide guidance and support around personal finances for clients, individuals, families, and small business owners, and to help them see that money is a tool and a resource for them to achieve their goals. It’s rewarding because I can see the tangible impact I make in my clients’ lives. CFP® pros are the ultimate advocates for their clients.


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