Dr. Joaquin Wallace
Financial Empowerment Strategist | Author | Behavioral Finance Educator | Former Appointee, California State Quality Education C
Dr. Joaquin E. Wallace is a nationally recognized financial strategist, author, and behavioral finance educator specializing in generational wealth building. A Wells Fargo Living History Makers Award recipient and former California State Quality Education Commission appointee, he created a groundbreaking Welfare to Work model featured in Black MBA Magazine and Essence Magazine that helped thousands transition from public assistance to white-collar careers.
Author of Generational Wealth Begins with Generational Knowledge®, Dr. Wallace uses his proprietary Seven-Stage Generational Wealth Model© to combine behavioral finance, neuroscience, and culturally responsive coaching. His approach addresses the psychological and systemic barriers that prevent wealth building, making complex financial concepts accessible to diverse audiences.