How Trusted Advisors Deliver Safe & Supportive Service to 2SLGBTQI+ Clients

Unseen. Unsaid. Underserved.

Gain an Inclusive Edge: How Trusted Advisors Deliver Safe, Supportive, Empowering Service to 2SLGBTQI+ Clients.

In a profession built on trust and lifelong planning, how inclusive is your practice—really?Join financial advisor Parisa Pajooh (they/them) and Surefire Growth Strategist™ Karley Cunningham (she/her) for a candid, story-rich, interactive conversation about identity and the often invisible barriers 2SLGBTQI+ clients face when navigating financial systems that weren’t built with them in mind.

Parisa will share three real-world case stories from 2SLGBTQI+ clients—each one illustrating how traditional financial tools, systems, and assumptions fail to serve non-traditional families.

You’ll see where unintentional harm occurs, and how small, thoughtful shifts can lead tosignificantly better outcomes.

Karley will pull back the curtain on what it means to build a business while living a continuous coming-out journey. Exposing the emotional, relational, and systemic challenges. Her story isn’t about identity alone; it’s about what gets unsaid in client relationships:

● The unspoken gaps in professional practices that don’t recognize lived realities.

● The hesitation clients feel when it’s unclear if they’ll be affirmed or misunderstood.

● The silence that settles in when advisors don’t know what they don’t know.

These aren’t fringe cases. They are real and happen daily in the offices of professional services firms. They directly influence the level of trust your clients have in you and whether they will stay with you and recommend you to their friends and colleagues.

You’ll leave with new insight, real client context, and the tools to start bridging the gap between what’s seen, what’s said—and what’s safe.

What Attendees Will Walk Away With:

New Perspectives

A deeper understanding of how queerness shapes client relationships and business-building—and why coming out is not a one-time event, but an ongoing reality that shapes every interaction.

Case-Based Insights You Can Act On

Three powerful, real-life stories of 2SLGBTQI+ clients with non-traditional family structures—showing how thoughtful planning can prevent harm, build trust, and create better financial futures.

An Inclusive Practice Self-Audit

Reflection prompts and practical questions to help you spot blind spots in your systems, assumptions, and communication—so you can stop unintentionally excluding and start intentionally including.

A Niche Opportunity Most Advisors Miss

How serving clients in niche communities with confidence and care can position you as a go-to advisor for a community that’s actively looking for someone who gets it.

Event Location: Honeybrew

Presented by Parisa Pajooh - Founder @Diverse Wealth

Doors Open: 2:45 PM | Session: 3:00–5:00 PM | Networking: 4:30–5:30 PM

AGENDA:

2:45 – 3:00 PM: Doors Open + Registration + Light Refreshments

3:00 – 3:10 PM: Welcome + Opening Remarks

3:10 – 3:40 PM: Karley’s Talk + Q&A

3:40 – 4:10 PM: Parisa’s Talk + Q&A

4:10 – 4:50 PM: Audience Reflection: Co-Facilitated by Karley & Parisa

4:50 – 5:00 PM: Closing & Call to Action

5:00 – 5:30 PM: Networking + Resource Connections

Thu, Aug 28, 2025 3:00 PM - 5:00 PM PDT