This episode of the Power of the Ask podcast features financial media spokesperson and wealth activist Lazetta Rainey Braxton, MBA, CFP®, co-CEO and co-founder of 2050 Wealth Partners and founder of Lazetta & Associates.

For nearly 30 years, Lazetta has worked to build successful entrepreneurial ventures, drive innovation, and navigate the complexity of diversity in the financial services industry. She possesses a unique understanding of consumer engagement, talent management, and regulatory requirements shaping the evolving financial services landscape.

On the podcast, Lazetta shares her inspiration to pursue financial planning and her desire to level the playing field for women and minorities. She explains how her experience with toxic work environments in the financial industry led her to form her own financial advisory firm. She provides tips for women starting out in their careers or businesses and underscores the importance of being comfortable with financial information — no matter what the setting. Lazetta stresses financial education, podcasts, and online resources are crucial in providing valuable information to this generation and the next.

For Lazetta, it’s all about doing the work. Her advocacy is anchored in humanity, in people, in reminding institutions that they are a consortium of people. Her passion for amplifying diversity, inclusion, equality, and belonging in the financial planning profession is exciting and a great listen.

About Lazetta Rainey Braxton:

Lazetta is a financial expert, social entrepreneur, business strategist, and board leader advancing wealth and human capital for the common good. In 2008, she founded Financial Fountains, a fee-only financial planning and registered investment advisory firm serving clients around the country. In 2020, she co-founded 2050 Wealth Partners, financial planning for thriving professionals, small business owners, first-generation wealth-builders, and sandwich-generation wealth-protectors. At the same time, she launched her own business consulting firm, Lazetta and Associates, to nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity among their employees.

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. She was named in the top 10 Investopedia’s 100 Top Financial Advisors and served as Board Chair of the Association of African American Financial Advisors (AAAA) and its Foundation's inaugural Board President. She has devoted much of her career in financial services to diversifying the financial planning profession and creating progress toward a more inclusive field with career and advancement opportunities. She earned a BS in Finance and International Business from the University of Virginia in 1995 and an MBA in Finance from Wake Forest University in 2004.

Important Links:

Savvy Ladies
Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn
Precious L. Williams - Perfect Pitch Group | LinkedIn
Lazetta Braxton |Linkedin