Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial Planning Program

COLLEGE STATION, TX / ACCESSWIRE / May 30, 2024 / Holistiplan, a tax planning software leader, has announced the creation of an endowed scholarship for Texas A&M University's Financial Planning Program. This marks the first instance of a technology company establishing such a scholarship, showcasing Holistiplan's dedication to the future of financial advising.

"By establishing this scholarship, we are not just investing in the future of individual students, but in the future of the financial planning profession as a whole," said Roger Pine, CEO and Co-Founder of Holistiplan. "Our goal is to pave the way for a more inclusive and dynamic industry."

Dr. Nathan Harness, Director of Financial Planning at Texas A&M, emphasized the significance of this endowment. "Holistiplan's generous endowment is a monumental step forward. It addresses a critical need by making financial education more accessible," he said.

This scholarship aligns with Holistiplan's mission to democratize financial planning and sets a precedent for other corporations to invest in educational initiatives. Texas A&M's Financial Planning program is seeking further partnerships to broaden its impact.