Jasmine Renae Ray

Founder & LPL Financial Planner | CFP Board Ambassador | Community Advocate | First Black Female CFP® Professional in Oklahoma

Role
Board Ambassador at CFP Board
Location
Tulsa, OK, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jasmine Renae Ray

My name is Jasmine Renae Ray and I am an LPL Financial Advisor at Bamboo Financial Partners. I created Bamboo Financial Partners because there is a need for financial guidance to be more than just numbers. At my firm you\'re not clients-we\'re partners. We exist to help individuals, families, businesses, and communities pursue their financial goals. Your voice and your journey matter. At Bamboo Financial Partners we have intentionally designed a space that regardless of whether this is your first time saving, you\'re an experienced investor, or fall anywhere in between-we want to partner with you! We are here to partner with you to establish your foundation, elevate your trajectory, and be empowered. With this goal in mind, I use my skills in the financial services industry as well as my diverse educational background in psychology, social work, education, and philosophy to create a holistic approach to my business.I\'d love to hear more about your journey and partner with you on your path to reaching your financial and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to See \"Contact Info\" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CRC conferred by InFRE.

Experience

  1. Board Ambassador

    CFP Board

    Jan 2024 — Present

    As a volunteer on the CFP Board of Ambassadors, I help promote the value of financial planning and the CFP® certification by contributing to public outreach initiatives. This includes supporting the \'Let’s Make a Plan\' articles, which focus on various financial wellness topics and highlight the benefits of working with a CFP® professional. I am also committed to fostering diversity and representation in the financial planning profession, ensuring that more communities understand and access the resources a CFP® professional can provide.

Education

  • University of Southern California

    Masters, Social Work-Social Change & Innovation

    2017 — 2019

  • Macalester College

    BA, Education, Psychology, Philosophy

    2009 — 2013

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Jasmine Renae Ray — Board Ambassador at CFP Board in Tulsa, OK, US | Unifers