At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention efforts so that the individuals providing that advice reflect the communities they serve.

To lead that change, we live by four values—heart, integrity, excellence, and respect—and work with the Center for Financial Planning Board to continue to make a difference. Read on for ideas to create positive, lasting change.

Empowering Women to Champion Their Careers and Coworkers

Natalie Wolfsen

AssetMark Chief Solutions Officer Natalie Wolfsen outlines how women can be champions of their careers and the careers of others through intentional mentoring and sponsorship.

Read Her Article »

“Actively incorporating diversity into the businesses that drive our global economy—through leadership, sponsorship or mentorship—can make a real and lasting difference.”
– Natalie Wolfsen, AssetMark Chief Solutions Officer


Resources to Inform Career Growth and Support Gender Diversity in the Industry

Explore the latest research to understand where progress has been made, what problems still need to be addressed, and what you can do to make a difference.

McKinsey & Company:
Women in the Workplace »
Get insights on what it will take to stoke a new wave of change that engages all stakeholders in prioritizing gender diversity.

Oliver Wyman:
Women in Financial Services »
Find out which factors are driving diversity momentum, and discover practical tactics to achieve gender equality in the future.

Deloitte Insights
Within Reach? Gender Equality in Financial Services Leadership »

Women's Summit

Watch highlights from our Women’s Summit, designed to energize and connect our industry's community of women. Every year AssetMark hosts over 60 events, including local interactive workshops, content-rich webinars, business consulting events and more to help you grow your business, sharpen your strategy and develop lasting relationships with your clients. We hope to see you at a future event!


Jennifer Hilts

Discover how Jennifer Hilts, financial advisor at LOTUS Financial Partners, differentiates herself and found success by committing to deep conversations and big career moves.

Learn From Jennifer



Heather Rohrs

Hear from Heather Rohrs, MBA, and founder of Masterpiece Financial Services, who has scaled two businesses, developed a strategy for competing against huge firms, and continues to give back to the LGBTQ community.

Learn From Heather

Diane Woodward

Diane Woodward

Learn what Diane Woodward, CFP®, RICP® at Oak Tree Wealth Management, wishes she had known when she started her career, how she promotes financial literacy and brings women into financial conversations.

Learn From Diane



AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.

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