Lazetta Rainey Braxton, Mba, Cfp® Email and Phone Number
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With a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of diversity in the financial services industry, Lazetta Rainey Braxton, MBA, CFP® seeks to share her experience on corporate boards of directors.Having founded and led Registered Investment Advisory (RIA) firms, consulted with $5B+ RIAs, advised Fortune 100 Financial Services firms, appeared in global media and driven impactful industry initiatives as a volunteer Board and Advisory Council member, Lazetta possesses a unique understanding of consumer engagement, talent management, and regulatory requirements shaping this evolving landscape.Over her 25+ year career, Lazetta catapulted innovative strategies by equipping individuals and leaders to align their balance sheets and P&Ls with their vision and values, adopt virtual engagement prior to the pandemic, amplify marginalized voices in workplaces, build dynamic professional teams, and balance IQ and EQ for optimal engagement at home and work. As CEO of The Real Wealth Coterie and founder of Lazetta & Associates, Lazetta recently paused from her 10-year volunteer Board and Advisory Council positions. She served on inaugural positions with the CFP Board’s Center for Financial Planning Advisory Council, Women’s Initiative Council, Diversity Advisory Group. She also held a 7-year tenure with the Association of African American Financial Advisors (AAAA), where she launched its nationally-recognized flagship service, AAAA VISION conference, hired a full-time Executive Director, and built a significant reserve to sustain future endeavors.CEO | COO - Founder of three Registered Investment Advisory firms designed to appeal to overlooked and underserved populations seeking a trusted partner to guide them in building and transferring wealth and building an engaged financial professional team.- Formulated the business strategic plan that resulted in 300% revenue growth- Integrate and implement the complexities of financial services regulatory requirements into the firm’s business structure.CHIEF PEOPLE OFFICER- Cultivated a forward-thinking workplace culture through unconventional policies, policies, and processes designed to enhance the human experience in the workplace.- Enhanced the career path and performance evaluation process to encourage alignment, authenticity, and advancement. CHIEF INVESTMENT OFFICER- Designed investment policies and procedures to support prudent and compliant practices among households and institutions.
The Real Wealth Coterie
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- therealwealthcoterie.co
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Founder And Managing PrincipalThe Real Wealth CoterieNew York, Ny, Us -
Founder & Managing PrincipalThe Real Wealth Coterie Jul 2024 - PresentThe Real Wealth Coterie, a financial planning and wealth management firm, guides individuals, couples and families in aligning their mission, mind, and money to create a life and legacy they love. Our CERTIFIED FINANCIAL PLANNERS® are by your side at every life stage, wherever you call home, together, as a coterie. We believe that building Real Wealth doesn't have to be a mystery. Together, we’ll holistically turn your financial questions into confident, strategic decisions.Having experienced economic booms and busts, technological revolutions, and social shifts, Founder and Managing Principal Lazetta Rainey Braxton, MBA, CFP® brings her unique perspective to The Real Wealth Coterie as a Gen X Visionary Guide. Her experience translates into a powerful journey for navigating Real Wealth across generations. -
Founder & CeoLazetta & Associates Jun 2020 - PresentLazetta Rainey Braxton, MBA, CFP ®, is unearthing traditionally taboo topics in the financial services industry by helping firms who care about diversity, equity, inclusion and belonging identify how they nurture their most valuable asset… their people. Her toolbox for unlocking human capital and amplifying enterprise value includes Speaking, Consulting, and Coaching. Through her virtual DEIB Strategy firm, Lazetta & Associates (L&A), Lazetta and her experienced team of professionals guide registered investment advisor firms (RIAs) to nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity amongst their employees. The financial planning profession and consumers alike benefit when RIA firms equitably distribute the financial and social capital generated by the firm’s human capital. L&A is committed to helping firms stay relevant in an increasingly diverse environment.Organizations can expect well-researched, straightforward, and insightful consultative sessions which entail examining, analyzing, and understanding their approach, attitude, practices and processes around Diversity, Equity Inclusion and Belonging (DEIB) to leave them ready and able to stimulate future growth, innovation, and sustainability. -
Contributor On Wealth Management To The Wsj Experts BlogThe Wall Street Journal Nov 2019 - PresentNew York, Ny, UsThe Experts are a group of industry and academic thought leaders who weigh in on topics covered in The Journal Report. -
Cnbc Digital Financial Advisor CouncilCnbc Oct 2013 - PresentCNBC Digital has brought together 20 of the nation's leading wealth managers and financial experts to create the CNBC Digital Financial Advisor Council. Members of the Council will offer a vast diversity of experience and insight that will make financial planning and investment strategies easier to understand. They will provide straight-talking, informative content through guest columns on CNBC.com (fa.cnbc.com) and on-air appearances on CNBC. http://www.cnbc.com/id/101099411
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President Of The BoardAaaa Foundation May 2017 - PresentThe mission of the AAAA Foundation is to cultivate the next generation of African American financial planners and engage research that shifts the understanding and advancement of financial planning in African American communities.
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Co-Ceo2050 Wealth Partners Feb 2020 - Jun 2024At 2050 Wealth Partners, we believe that everyone deserves access to financial planning. We are a fee-only financial planning and wealth management firm that provides trusted financial guidance to thriving professionals, small business owners, first-generation wealth-builders, and sandwich generation wealth-protectors.Our team focuses on serving clients to help them achieve their goals, grow their wealth, and positively impact generations to come with legacy-building strategies. We believe that education, exposure to healthy money mindsets, and access to strategies unleash financial freedom and deep joy. Together with our clients, we believe that we can truly change the world - one financial plan at a time.
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Chair Of The BoardAssociation Of African American Financial Advisors Jan 2016 - Dec 2021The mission of the Association of African American Financial Advisors is to develop and foster professional relationships among minority professionals working in the financial services industry. Website: www.aaafainc.com.President: January 2014 - December 2016
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Founder/CeoFinancial Fountains, Llc Jul 2008 - Feb 2020Baltimore, Maryland, UsProvide comprehensive financial planning, investment management, financial consultations/hourly financial planning, and educational seminars for individuals, families, and institutions.
Lazetta Rainey Braxton, Mba, Cfp® Skills
Lazetta Rainey Braxton, Mba, Cfp® Education Details
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University Of VirginiaFinance And International Business -
Wake Forest University School Of BusinessFinance -
Metropolitan Community CollegeCertificate Of Achievement In Personal Financial Planning
Frequently Asked Questions about Lazetta Rainey Braxton, Mba, Cfp®
What company does Lazetta Rainey Braxton, Mba, Cfp® work for?
Lazetta Rainey Braxton, Mba, Cfp® works for The Real Wealth Coterie
What is Lazetta Rainey Braxton, Mba, Cfp®'s role at the current company?
Lazetta Rainey Braxton, Mba, Cfp®'s current role is Founder and Managing Principal.
What is Lazetta Rainey Braxton, Mba, Cfp®'s email address?
Lazetta Rainey Braxton, Mba, Cfp®'s email address is la****@****ail.com
What is Lazetta Rainey Braxton, Mba, Cfp®'s direct phone number?
Lazetta Rainey Braxton, Mba, Cfp®'s direct phone number is +164670*****
What schools did Lazetta Rainey Braxton, Mba, Cfp® attend?
Lazetta Rainey Braxton, Mba, Cfp® attended University Of Virginia, Wake Forest University School Of Business, Metropolitan Community College.
What skills is Lazetta Rainey Braxton, Mba, Cfp® known for?
Lazetta Rainey Braxton, Mba, Cfp® has skills like Financial Planning, Investment Management, Personal Tax Planning, Retirement Planning, Estate Planning, College Education Planning, Risk Management, Goal Setting, Cash Flow, Stewardship, Strategic Financial Planning, Public Speaking.
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