Bamboo Financial Partners

Pro bono financial planning isn’t something we “fit in” at Bamboo—it’s part of who we are.

I’m honored to be a panelist for this upcoming training with the and Foundation for Financial Planning, focused on equipping advisors with the tools to serve low- to moderate-income communities with care, ethics, and intention.

Access to financial guidance shouldn’t be a privilege—it should be a standard.

If you’re a CFP® professional, I hope you’ll join us.

Today, we met a simple need—showing up with a familiar, requested snack for clients at the Tulsa Day Center.

Black history reminds us that resilience is built through community care and meeting practical needs.
That same belief guides Bamboo’s approach to money: start with stability, listen closely, and build from there.

If you’re looking for ways to serve alongside us, check out our website for upcoming community events. 🌱