In Fall 2021, the Association of African American Advisors announced its annual Fifty Under 50 Program, which recognizes and celebrates influential Black/African American licensed financial advisors, planners, consultants, and operations/ administrative executives in the financial services industry. I am humbly honored to be named.
The individuals on this list are full of inspiring and impactful people. All are peers, many are colleagues, some are dear friends, and a couple is "family.” We are very fortunate to help people achieve their life and money aspirations. I want to extend my congratulations to everyone.
The clients and followers of Concurrent Financial Planning and the Life Money Balance™ Blog are duly important. Thank you for entrusting us to help you and your family create your life design and achieve your life aspirations.
Life Money Balance™
A transformational process to create your life design that lets your life lead your money, where your life and money work concurrently to help you achieve your life aspirations.
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