The focus of the Wealth Education Institute is to bring awareness and knowledge of all financial areas to our clients, and to target traditionally underserved individuals and small businesses through our outreach program.  It is our goal to inform, educate, encourage, and guide our students/clients through a series of curriculum which is designed to grow and scale with the client.  We will engage the client with seminars; scheduled classes; online podcasts, and one-on-one sessions to teach and enlighten them as they progress through their different financial phases. With the help of our partner organizations like Colleges/Universities, High School Districts, Civic Organizations, Labor Unions, Associations, Churches, Charities and Businesses, our goal is to bring financial investment education and financial intimacy to as many people as possible within our local communities and the nation.

The focus of the Wealth Education Institute is to bring awareness and knowledge of all financial areas to our clients, and to target traditionally underserved individuals and small businesses through our outreach program.  It is our goal to inform, educate, encourage, and guide our students/clients through a series of curriculum which is designed to grow and scale with the client.  We will engage the client with seminars; scheduled classes; online podcasts, and one-on-one sessions to teach and enlighten them as they progress through their different financial phases. With the help of our partner organizations like Colleges/Universities, High School Districts, Civic Organizations, Labor Unions, Associations, Churches, Charities and Businesses, our goal is to bring financial investment education and financial intimacy to as many people as possible within our local communities and the nation.