Ballentine Broadcast: Conversations on Black Wealth
Ballentine Broadcast: Conversations on Black Wealth
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Building Wealth while Serving Low-Income Communities with Saundra Davis

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Building Wealth while Serving Low-Income Communities with Saundra Davis

In this episode, Akeiva sits down with Saundra Davis, MSFP,  APFC®, FBS®, CSC, Founder of Sage Financial Solutions. We discuss her multi-faceted wealth building journey and candid thoughts on what the financial services industry should be doing to help close the racial wealth gap.

Connect with Saundra:
Financial Fitness Coach Certification: www.sagefinancialsolutions.org
Instagram: @sage.money
Facebook: https://www.facebook.com/sagemoney
Twitter: https://twitter.com/sagemoney?lang=en
LinkedIn: https://www.linkedin.com/in/saundradavis

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: info@ballentinepartners.com
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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00:00:00Intro
00:02:34Saundra's upbringing & critical financial experiences
00:10:37Getting started in the financial services industry & forging a path serving low-income communities
00:16:44Lessons learned on her wealth building journey
00:18:40Experiences working with financial professionals
00:25:46Values Saundra considers when hiring financial professionals
00:34:48What professionals should know when seeking to work with wealthy Black clients
00:38:35What FinServ can do help close the racial wealth gap

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WEBVTT
00:00:03.753 --> 00:01:35.513
Hello, everyone, and welcome to the show. I'm your host, A Kiva Ellis, and to today I am honoured to have Sandra Davis on this show. Sandra is a U S Navy veteran money mentor speaker, educator and consultant. She is the founder of Sage Financial Solutions, a non profit specializing in financial coach training and education and planning for low wealth and underrepresented communities. Her experience in the U S Navy and her thirty years serving community base o…
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