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2019: The Year of You - Home Page

Miranda Reiter, CFP®

Financial Adviser, USAA
Chapter: Tampa Bay

With one year left in her Ph.D. program in Financial Planning, Miranda Reiter is focused on learning about the industry from an international perspective while also mentoring those new to the profession.


2019 is my year! I am making it my year by publishing academic research on diversity in financial planning, mentoring others and getting an international perspective on financial planning.

2019 is the year before I graduate from my Ph.D. program in Financial Planning at Kansas State University. Like many of you, I enjoy helping others reach their financial goals as a practicing financial planner. At the same time, I am passionate about the research side of our field and 2019 will be the year for me to make a meaningful contribution to financial planning from an academic perspective. My primary research interests are racial and gender diversity in financial planning, and I am working on several research articles on this topic. As such, I plan to submit my first article for publication in 2019, one of which will be to the Journal of Financial Planning.

I am also making 2019 my year to become more involved in helping the financial planning profession move forward by mentoring others who are new to the industry and curious about financial planning, particularly those who are underrepresented in the field. In the last several years, the financial planning industry has made strides to increase underrepresented financial planners, which includes racial minorities, women, millennials and LGBTQ+. There are increasingly promising initiatives targeted at making our industry more diverse and inclusive. The FPA Diversity Scholarship, which has been around for a decade in 2019, is one such initiative.

Speaking of diversity, in May 2019, I will embark on a 10-day trip to Seoul, South Korea, as part of my Ph.D. program to learn about financial planning from an international perspective. In addition to visiting Korean financial planning practices, I will have the opportunity to learn about cutting-edge financial planning research in Korea as well as share my own research with Korean academics and financial planning professionals. Exciting times!