Be who you authentically are. Not just one day or month of the year, but every day.


Creating a culture where our employees feel comfortable being their authentic selves is a high priority for us. As with most relationships, we believe that actions speak louder than words, which is why we make a concerted effort to demonstrate our commitment by “walking the walk.” Some of the diversity, equity and inclusion milestones we’re proudest of are developing a youth financial literacy program called Dollar Sense, publishing an LGBTQ+ Benefits Guide and designing a training program to help our planners better meet the needs of demographic groups outside their own.

We’re happy to report that since implementing these and other DE&I initiatives, we’ve seen a big bump on the Employment Engagement Survey. In 2021, 78% of employees answered the statement, “I feel comfortable being myself at work” in the affirmative. By 2023, that number had increased to 83%. We’ve also increased our Disability Equality Index score from 30/100 in 2021 to 80/100 in 2023 and our Corporate Equality Index score from 50/100 in 2021 to 90/100 in 2023. While there’s still lots on our to-do list, we’re encouraged to see our efforts already making a difference.

The supportive environment and commitment to DE&I values at EFE opened the way for me to reconnect and own my Hispanic heritage because I now use it in service of others as a financial planner.

Widmark Cano, Director, Financial Planner and UNIDOS Employee Resource Group Founder

As a person who has a rare disease among other health challenges, it’s important to be part of a company that ‘gets it’ and EFE does. I feel strongly that I am not only able to share my journey but encourage others to do the same.

Abby Hunt-Metzbower, Executive Client Service Associate and ENABLED ERG Leader