diversity, equity, and inclusion is at the core of what we do.
Xena FP is committed to promoting diversity and inclusion with our clients, within our firm, and in the financial services industry.
We take the broadest possible view of diversity. Our community is comprised of individuals from a variety of backgrounds including, but not limited to, the following protected classes:
Race, Gender, Sexual Orientation, Nationality, Religion, Disability, Age, Parental Status, and Socio-Economic Status.
We treat every person with respect and dignity. We honor each individual and the full expression of their humanity which makes our work together more successful and meaningful. We are cognizant of how unjust systems have created racial and gender earnings/wealth gaps. While we acknowledge the reality, we employ a variety of strategies to help our clients counter these systems. These include:
We benefit tremendously from having a team with unique backgrounds and experiences. We’re committed to hiring team members who represent diverse backgrounds.
The firm leadership is committed to supporting and encouraging each team member on their own career path, to be their best self.
We are Woman-owned
The financial services industry
We are committed to advocating for the representation of people from a variety of backgrounds in financial services, more accurately reflecting the population of the US.
We regularly engage in initiatives (i.e. BLX Internship for Black/LatinX financial professionals) within our industry to create opportunities, increase access and center the voices of women/non-binary folks and people of color, and specifically women of color.
Danika is a member of the Association of African American Financial Advisors (AAAA).
Mariana and Danika have both signed the Choir Pledge, which sets higher standards for conference diversity and representation.
Target for 2023.
of vendors are woman-owned.
Some programs we are currently undertaking to advance our work in this area include:
Adding sexual harassment and anti-racist training for every employee.
Organizations we have volunteered with in 2023
of volunteer time YTD through May 2023.