Lazetta Braxton

Formal First Name

Lazetta

Links

Location

Lazetta Braxton is a prominent financial expert and business strategist with a proven track record of building successful entrepreneurial ventures and navigating the complexity of cultural competency in the financial services industry. She is the Co-Founder and Co-CEO of 2050 Wealth Partners, the all-digital RIA, and Founder and Managing Principal of The Real Wealth Coterie, a virtual financial planning and wealth management firm. Through these companies, she equips individuals and leaders to align their finances with their vision and values and achieve sustainable wealth. Braxton is also a leading voice for diversity and inclusion in her profession. She is passionate about amplifying diversity, inclusion, equality and belonging in the financial planning profession, and does so through financial planning, wealth management, public speaking, writing, consulting, and coaching.

More about Lazetta Braxton

Strategies

Terms

	Entrepreneurship
	Financial Planning
	Investment Management
	Personal Finance
	Portfolio Management
	Retirement
	Risk Management
	Taxes
	Wealth Management

Professional Experience

Co-Founder and Co-Chief Executive Officer

Co-Founder

2020 - present

2050 Wealth Partners
Contributor on Wealth Management, The Experts

Contributor

2019 - present

The Wall Street Journal
Member of the Digital Financial Advisor Council

Member

2013 - present

CNBC

Academic History

M.B.A., Finance

Master of Business Administration

2002 - 2004

Wake Forest University
B.S., Finance and International Business

Bachelors Degree

1991 - 1995

University of Virginia

@lazettabraxton

CURRENT AFFILIATIONS

Member, CNBC Digital Financial Advisor Council
Contributor, WSJ Wealth Management
Contributor, WealthManagement.com Culture and Health
Contributor, Financial Planning Human Capital
Contributor, Next Avenue
President, AAAA Foundation
Member, NAFTA
Member, Financial Planning Association

RECOGNITIONS

2021 Crain's New York Business Notable Black Leader and Executive
2020 Investopedia's 100 Top Financial Advisors
2018 InvestmentNews Excellence in Diversity and Inclusion
2017 Association of African American Financial Advisors’ Leadership Legacy Award
2015 Financial Planning Association's Heart of Financial Planning Award
2015 InvestmentNews Women to Watch

MEDIA & PUBLICATIONS

Braxton has been featured in national publications including Financial Planning Magazine, InvestmentNews, Morningstar, and Essence.
She has been quoted in CNBC, The Wall Street Journal, Kiplinger's, and Diversity Women.
She has appeared on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell.
She also regularly speaks on financial planning topics for national audiences.

People

Lazetta Braxton