Pamela Capalad, Cfp®, Afc®

Pamela Capalad, Cfp®, Afc® Email and Phone Number

Get Shameless about Money @ Pockets Change
brooklyn, new york, united states
Pamela Capalad, Cfp®, Afc®'s Location
Brooklyn, New York, United States, United States
Pamela Capalad, Cfp®, Afc®'s Contact Details

Pamela Capalad, Cfp®, Afc® personal email

Pamela Capalad, Cfp®, Afc® phone numbers

About Pamela Capalad, Cfp®, Afc®

After two decades of studying Hip Hop pedagogy, personal finance, racial economic inclusion, and interpersonal neurobiology (the study of how we are hurt and how we heal in relationships - yes it’s as awesome and deep as it sounds), here’s what we know is true:❤️‍🩹 Money is emotional - Every decision you make around money starts in your nervous system. How we spend our money represents our values, feelings, and state of mind.📉 The game is rigged - If most of us are struggling financially, if most of us are having mental health issues, it’s not you, it’s the system. We can only fight it if we acknowledge it’s there.💅🏽 Wants are needs too - Wants fulfill our emotional needs and when you give yourself permission to want things and get them, your willpower gets replenished and you can feel like yourself.🌈 You are not bad at money - There is no such thing as being “good” or “bad” at money. You make decisions based on what will make you feel safe in the moment and that is okay. When you can find safety in other ways, your habits will change.🔮Savings is your crystal ball - You cannot envision the future if your nervous system doesn’t feel safe in the present. When you save money, you give yourself permission to imagine what’s possible. Having savings gives you the ability to see into your future, literally.Our programs integrate Hip Hop pedagogy, interpersonal neurobiology, culturally responsive and trauma-informed practices, and CFP®-level financial concepts that include a racial wealth equity/economic justice lens. All these elements together give you the spaciousness you need to heal your relationship with money and build generational wealth.

Pamela Capalad, Cfp®, Afc®'s Current Company Details
Pockets Change

Pockets Change

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Get Shameless about Money
brooklyn, new york, united states
Employees:
5
Pamela Capalad, Cfp®, Afc® Work Experience Details
  • Get Shameless, Inc.
    Co-Owner
    Get Shameless, Inc. Jan 2016 - Present
    Getshameless.Com
    Free workshops and resources for artists and creatives at getshameless.com
  • See Change
    Co-Founder
    See Change Jan 2022 - Present
    See Change for Orgs is a financial cohort for creators of color who are taking control of their finances as a liberatory catalyst to lead value-filled lives. Learn more at seechangecommunity.com
  • Pockets Change
    Co-Founder And Director Of Finance & Strategy
    Pockets Change Dec 2008 - Present
    Pocketschange.Com
    BUILDING FINANCIAL RESILIENCE THROUGH HIP HOP PEDAGOGYFinancial education is more than numbers, it’s a tool for self-care and social justice. It all starts with talking about money together.We’re creating spaces for intergenerational conversations where students, parents, and educators go beyond financial literacy to build financial resilience. Together we look at money as a tool and financial decision-making as a personal path. As a community we develop an understanding of our personal relationship with money, new ways of thinking and talking about money, and the skills to take action and advocate for ourselves and others. Our curriculum and workshops make change happen through Hip Hop pedagogy, which focuses on understanding self-identity in relation to the whole. By connecting Hip Hop and Finance, we develop an understanding of ourselves and our relationship with money. We build financial habits that resonate with our personal identity. We discover how we process information and how to effectively communicate & collaborate. By starting with self-care and personal agency we build our individual capacity to take part in social justice efforts and create change in our lives, our communities, and our world. Understanding our finances impacts more than our wallets, it gives us the skills to thrive.Want to book a workshop? Email andrea@pocketschange.com
  • Brunch & Budget
    Founder & Ceo
    Brunch & Budget Jan 2015 - May 2024
    Brunchandbudget.Com
    Read about Brunch & Budget closing at https://getshameless.substack.com/p/brunch-and-budget-has-closed-down
  • Brunch & Budget
    Podcast Host
    Brunch & Budget Jun 2014 - Nov 2023
    THE PODCAST ABOUT PERSONAL FINANCE & RACIAL WEALTH EQUITYFrom how we bank, to our how credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to fail. The rules change all the time so the people on top stay on top. What if you not only knew the rules, but knew exactly how to apply it to your own financial situation? What if you were able to not only reverse your financial mistakes, but start making the rules work for you? The financial industry is designed to take advantage of People of Color. It's time to change that. Let's do it together.
  • The Global Good Fund
    2022 Fellow
    The Global Good Fund Jan 2022 - Dec 2022
  • Wealthedge Advisors
    Financial Planning Analyst
    Wealthedge Advisors Feb 2013 - Nov 2014
    • Help write financial plans, which address estate planning, asset allocation, insurance analysis, and cash flow and retirement planning• Proactively implement financial plans and follow up with clients on a regular basis • Build and maintain individual client websites, update data, and help clients link and aggregate accounts through the eMoney software platform• Create one-off analyses for clients, including annual and lifetime gifting summaries, expense analyses, estate flow charts, and what-if scenarios for major cash flow changes • Develop marketing material, social media presence, and videos for firm-wide services, which include financial planning, investments, and tax services
  • Lenox Advisors, Inc.
    Financial Planning Associate
    Lenox Advisors, Inc. Apr 2010 - Jan 2013
    New York, Ny
    • Assist in the creation and execution of client financial plans• Use eMoney software to maintain client information and run analyses based on clients' needs• Help develop, implement, and train staff on standardized processes and best practices for the department, with emphasis on improving associate and planner communication for a more seamless client experience• Contribute to the content for and execution of Lenox's Money Smart Kids Program
  • Lenox Advisors
    Operations Associate
    Lenox Advisors Mar 2008 - Apr 2010
    New York, Ny
    • Work with the Director of Operations, the department’s Managing Director, and serve on the Operations Committee to develop processes and procedures for smooth running of the department• Maintain operational relationship with the satellite offices to ensure the completion of new accounts and service requests and mitigate questions regarding data accuracy and consistency• Create educational PowerPoint pieces for the department and firm presentations; Presentations include: Roth IRA Conversion, 2010 Financial Planning Guide, quarterly market commentaries, general department overviews
  • Creative Wealth International
    Creative Wealth Coach/Head Trainer
    Creative Wealth International Apr 2005 - Mar 2008
    • Present, organize, and run five day experiential financial literacy camps for kids and teenso Train and manage coaches during camps to help teach the activities, games, and processes• Present weekend financial literacy programs for adults and women that teach financial fundamentals in a fun, welcoming, and non-intimidating fashiono Give context, foundation, and motivation for future financial education• Lead five day train-the-trainer intensives to teach others how to bring financial literacy programs to their communitieso Maintain energy and engagement of participants from 9 am to 9 pm o Train participants on use of accelerated teaching techniques to use in their programs, techniques which increase retention up to 80 percento Run training practicum to coach participants on individual teaching and presentation styles
  • University Of California College Prep Online
    Lead Cybertutor
    University Of California College Prep Online Sep 2004 - Jun 2007
    ∑ Tutor high school students through a virtual classroom; responsible for managing work hours, schedule, students, and content of professional website

Pamela Capalad, Cfp®, Afc® Skills

Strategic Financial Planning Investments Retirement Planning Finance Wealth Management Financial Advisory Asset Allocation Estate Planning Mutual Funds Insurance Coaching Retirement Small Business Entrepreneurship Business Planning Training Financial Planning Personal Financial Planning Personal Budgeting Small Business Financial Management

Pamela Capalad, Cfp®, Afc® Education Details

Frequently Asked Questions about Pamela Capalad, Cfp®, Afc®

What company does Pamela Capalad, Cfp®, Afc® work for?

Pamela Capalad, Cfp®, Afc® works for Pockets Change

What is Pamela Capalad, Cfp®, Afc®'s role at the current company?

Pamela Capalad, Cfp®, Afc®'s current role is Get Shameless about Money.

What is Pamela Capalad, Cfp®, Afc®'s email address?

Pamela Capalad, Cfp®, Afc®'s email address is pa****@****ail.com

What is Pamela Capalad, Cfp®, Afc®'s direct phone number?

Pamela Capalad, Cfp®, Afc®'s direct phone number is +131784*****

What schools did Pamela Capalad, Cfp®, Afc® attend?

Pamela Capalad, Cfp®, Afc® attended Uc Santa Barbara.

What are some of Pamela Capalad, Cfp®, Afc®'s interests?

Pamela Capalad, Cfp®, Afc® has interest in Writing, Skylights, Journeys, Books, Knish, Kitten Heels, Truth, Conversations With A Side Of Dinner, Inside Jokes, Blogging.

What skills is Pamela Capalad, Cfp®, Afc® known for?

Pamela Capalad, Cfp®, Afc® has skills like Strategic Financial Planning, Investments, Retirement Planning, Finance, Wealth Management, Financial Advisory, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Coaching, Retirement.

Who are Pamela Capalad, Cfp®, Afc®'s colleagues?

Pamela Capalad, Cfp®, Afc®'s colleagues are Dyalekt ., Andrea Ferrero-Haggerty.

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