The Renaissance way
At Renaissance Financial, we go beyond financial planning, actively engaging in initiatives that make a positive impact. We provide financial education programs, empowering individuals with the knowledge to make informed decisions. We support local charities and community projects, offering resources, time, and anything else we can offer.
Volunteer Time Off for Our team
Giving back to those in need is one of the most meaningful ways in which we can build better and stronger communities. Renaissance Financial focuses on volunteer efforts that create real life impact in the community, building trust, and opening doors for long-lasting partnerships.
Full-time staff: 2 Community Services Day
Part-time staff: 1 Community Service Day
Board Service
Young Professional Boards and Committees
To learn more about our volunteer program or to request support at your 501c3 nonprofit please reach out to natasha.leonard@rfc.com.
Focus areas and matching funds
As part of our community partnership strategy, Renaissance Financial invests in and encourages employee engagement initiatives that align with our charitable giving focus areas, employee interests, and firm values.
Economic Empowerment | Education | Social Services | Health
Renaissance Financial supports 501c3 nonprofit organizations - Matching Gifts, Sponsorships, Operating Support.
A monetary donation request must be submitted by a Renaissance Financial advisor or staff member. *This is an invite only application.
Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC.
Community Outreach
Organize and participate in local community events such as financial literacy workshops, charity drives, and volunteering at local charity organizations. These activities allow us to directly engage with and support the communities that we deeply care about.
DEIB (Diversity, Equity, Inclusion, & Belonging) Training and Development
Host Quarterly and Annual DEIB Trainings from experts. We work as a firm to strive to learn, evolve and be a positive part of systematic change.
Inclusive Recruitment practices
Continue recruitment strategies that actively seek out and welcome candidates from diverse backgrounds. This includes partnerships with organizations focused on diversity in the workplace.
Internship Program
Continue offering internship opportunities for students with diverse backgrounds who are pursuing careers in finance or the financial sector. This initiative would help to nurture and develop the next generation of our firm and promote DEIB in the financial industry.
Environmental-Minded Practices
At Renaissance Financial, we are committed to improving efficiency and making a positive impact on our world. In line with this commitment, our Investment Advisory Department has switched to a fully electronic submission system. This transition ensures faster processing and supports our sustainability goals.
Since March 2024, we have processed 2,455 envelopes electronically. The environmental benefits of this change are significant.
This compares to:
🚗 Removing eight cars from the road
👔 Skipping 84 loads of laundry
🌳 Conserving 119 trees
📖 Saving 212,322 pages of paper
By embracing technology and prioritizing sustainability, we are not only enhancing our services but also contributing to a healthier planet.