Everyone
means everyone
Change doesn’t happen overnight, but we know from experience it’s a journey worth taking. Building a more equitable and inclusive organization is an ongoing process, and we’re committed to getting it right.
To have progress and innovation in a company, employees must feel psychologically safe to share their ideas and bring their authentic self to work.
Yulinda Ma,Principal Counsel and Asian Employee Resource Group Founder
Aspire to your full potential
Join a workplace that supports your growth with inclusive career development opportunities.
Bring your whole self to work
Be who you authentically are. Not just one day or month of the year, but every day.
Every voice matters
Employee Resource Groups elevate the voices of underrepresented populations at ѨƵ.
Be as out as you want to be
An important DE&I milestone: Creating an LGBTQ+ benefits guide.
Proud to be a best place to work
Together with our employees, we’re changing corporate culture for the better.
Our approach to inclusive hiring
How we’re working to increase representation by mitigating bias in our hiring process.
- We Aspire
- Our approach
- Every Voice
- Be out
- Proud to be
- Our approach
95/100
2023-2024 CORPORATE EQUALITY INDEX
As measured by the Human Rights Campaign Foundation
Investing in inclusion
Visibility is accountability. We are committed to growing representation at all levels.
- 2024
- 2023
- 2022
- 2021
Global
40% Female
4% Identify as having a disability
2% are veterans
2% LGBTQ+
Executive leadership
77.2% Male
Senior management
60.3% Male
Other employees
58.2% Male
Global
69% White
14% Asian
5% Black/African American
7% Hispanic or Latino
3% Other1
2%Not Specified
Executive Leadership
Senior Management
Other Employees
• White
• Black/African
American
• Asian
• Hispanic/Latino
• Other1
• Unspecified Ethnicity
• Unspecified Gender
1 We define underrepresented communities as Women, Military Veterans, LGBTQ+, People with a Disability, Black/African American, Asian, Hispanic/Latino, Native American/Alaskan/Hawaiian, Pacific Islander, and two or more races/ethnicities.
2 Other Race or Ethnicity refers to individuals who identify as Native American/Alaskan/Hawaiian, Pacific Islander and two or more races/ethnicities.
3 This data is based on the voluntary self-identification of ѨƵ employees.
Global
41% Female
3% Identify as having a disability
2% are veterans
2% LGBTQ+
Executive Leadership
76.2% Male
Senior Management
61.6% Male
Other Employees
58.8% Male
Global
14% Asian
5% Black/African American
7% Hispanic or Latino
1% Other1
Executive Leadership
Senior Management
Other Employees
• White
• Black/African
American
• Asian
• Hispanic/Latino
• Other1
• Not Specified
1 We define underrepresented communities as Women, Military Veterans, LGBTQ+, People with a Disability, Black/African American, Asian, Hispanic/Latino, Native American/Alaskan/Hawaiian, Pacific Islander, and two or more races/ethnicities.
2 Other Race or Ethnicity refers to individuals who identify as Native American/Alaskan/Hawaiian, Pacific Islander and two or more races/ethnicities.
3 This data is based on the voluntary self-identification of ѨƵ employees.
Global
42% Female
3% Identify as having a disability
2% are veterans
1% LGBTQ+
Executive Leadership
66.7% Male
Senior Management
65.0% Male
Other Employees
56.4% Male
Global
12% Asian
5% Black/African American
7% Hispanic or Latino
2% Other1
Executive Leadership
Senior Management
Other Employees
• White
• Black/African
American
• Asian
• Hispanic/Latino
• Other1
• Not Specified
1 We define underrepresented communities as Women, Military Veterans, LGBTQ+, People with a Disability, Black/African American, Asian, Hispanic/Latino, Native American/Alaskan/Hawaiian, Pacific Islander, and two or more races/ethnicities.
2 Other Race or Ethnicity refers to individuals who identify as Native American/Alaskan/Hawaiian, Pacific Islander and two or more races/ethnicities.
3 This data is based on the voluntary self-identification of ѨƵ employees.
Global
43% Female
2% Identify as having a disability
1% are veterans
Executive Leadership
82.4% Male
Senior Management
63.8% Male
Other Employees
54.8% Male
Global
14% Asian
6% Black/African American
6% Hispanic or Latino
2% Other1
Executive Leadership
Senior Management
Other Employees
• White
• Black / African
American
• Asian
• Hispanic or Latino
• Other1
• Not Specified
1 We define underrepresented communities as Women, Military Veterans, LGBTQ+, People with a Disability, Black/African American, Asian, Hispanic/Latino, Native American/Alaskan/Hawaiian, Pacific Islander, and two or more races/ethnicities.
2 Other Race or Ethnicity refers to individuals who identify as Native American/Alaskan/Hawaiian, Pacific Islander and two or more races/ethnicities.
3 This data is based on the voluntary self-identification of ѨƵ employees.
Want to join our team? Browse a list of current openings.
Meet your clients where they are
We’re actively building a planning team that mirrors the world we live in, and it’s making all the difference for our clients.
OVERCOMING ADVERSITY SCHOLARSHIP
Overcoming adversity scholarship
ѨƵ is proud to support aspiring planners who have overcome adversity in their personal and professional lives.
- Meet you
- Overcoming adversity
Our work changes the very direction of our clients’ lives – and that of generations that follow. This is a powerful moral imperative to accelerate the evolution to a more equitable society by making intentional interventions to mitigate systemic biases wherever we can.
Pammi Bhullar, Director of Diversity, Equity and Inclusion
Living our mission
We believe the work we do is a powerful vehicle for social change. Here’s how we’re giving back, by paying it forward.
PURPOSEFUL PARTNER-SHIPS
Purposeful partnerships
Learn how we’re amplifying our social impact by pairing volunteerism with intentional corporate giving.
ACCESSIBILITY MATTERS
Accessibility matters
At ѨƵ, we’re committed to making our website and services accessible to people with disabilities.
- Living our
- purposeful partnerships
- accessibility matters
80/100
2024 DISABILITY EQUALITY INDEX
Best Place to Work for People with Disabilities Top Scorer
Moving society forward
We understand that change is a gradual journey shaped by continuous dialogue, transparency about our results and course corrections when necessary, and we are committed to the process. To the extent that our organization is a microcosm of the larger world, we believe that by fostering a culture that values diversity in all its forms, we can do our part to create a more just and equitable society – one employee, one client, one person at a time.