Get unlimited access to insights like this on thousands of securities when you subscribe to Morningstar Investor. Thanks for reading, and Happy Pride Month.Ĭorrection: (June 13, 2023): A previous version of this article included a related-article link that misspelled advisor Andrea Romero's last name. “What are the issues of this community? If someone from this community were to look at your business, are they being recognized?” “Understand conversations you may not relate to,” Orozco says. ![]() ![]() And Keith Reid-Cleveland profiles Andrea Romero, a transgender Louisiana financial advisor who has always followed a calling to help the most vulnerable people-and finds financial advising is no exception.įor advisors, Victor Orozco, managing partner of San Diego-based Bair Financial Planning, says that “education is first and foremost-plus having your heart in the right place.” Orozco says 45% of the firm’s clients identify with some part of LGBTQ+. Morningstar contributor Brian Thompson, a tax attorney and a Certified Financial Planner, discusses tips to consider and mishaps to avoid when working with the LGBTQ+ community. ![]() Andrea Romero aims to help the most vulnerable people.
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