FinServ Foundation
Non-Profit & Charitable Organizations · 11-50 Employees
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Overview
Phone Number
(402) 403-9290Website
www.finservfoundation.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About FinServ Foundation
FinServ Foundation is dedicated to empowering the next generation of financial planners through a comprehensive fellowship program that includes coaching, mentorship, and community support. Founded in 2019, the foundation addresses the high attrition rate in the financial planning profession by selecting 200 students annually from over 40 universities across the nation. The two-year fellowship program is designed for college sophomores and juniors aspiring to become financial planners or wealth managers, providing them with essential resources and networking opportunities at no cost. Through mentorship, coaching, and a supportive community, the foundation aims to equip future financial professionals with the skills and confidence needed to succeed in the industry.Explore more
FinServ Foundation Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
Company Profile Activity
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FinServ Foundation is experiencing very low activity levels compared to other companies in the Organizations sector.
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FinServ Foundation is drawing exceptional interest within the Organizations industry, suggesting notable developments or strong market momentum, learn more about FinServ Foundation.
FinServ Foundation Tech Stack
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FinServ Foundation News & Media
FinServ Foundation Announces the Addition of Erin Wood and Brian Hamburger to its Board of Directors
PHILADELPHIA, Jan. 16, 2026 (GLOBE NEWSWIRE) -- FinServ Foundation, a national nonprofit dedicated to developing the next generation of financial services professionals, today announced the appointment of Erin Wood, CFP®, FBS®, Senior Vice President of Advanced Planning at AssetMark, and Brian Hamburger, Founder and CEO of MarketCounsel, to its Board of Directors.Financial Independence Group Commits to Multi-Year Partnership with FinServ Foundation to Advance NextGen Talent in Financial Services
PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) -- FinServ Foundation today announced a multi-year partnership with Financial Independence Group (FIG) to expand its efforts in developing the next generation of financial advisors and professionals. The collaboration underscores FIG’s ongoing commitment to building a stronger, more sustainable financial services industry by supporting internship programs, talent development initiatives, and providing access for more young professionals to industry c
Read more news
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FinServ Foundation is dedicated to empowering the next generation of financial planners through a comprehensive fellowship program that includes coaching, mentorship, and community support. Founded in 2019, the foundation addresses the high attrition rate in the financial planning profession by selecting 200 students annually from over 40 universit... Read More
