ABOUT DR. WALLACE
Meet Dr. Joaquin Wallace
Generational Wealth Strategist, Behavioral Finance Educator, Creator of the Seven-Stage Generational Wealth Model®
Dr. Jo aquin Wallace is a nationally recognized financial planner, Amazon best-selling author, and visionary speaker dedicated to bridging financial empowerment, leadership, and community transformation. His latest book, Generational Wealth Begins with Generational Knowledge—a transformative guide that redefines how we think about money and legacy—achieved Amazon Best Seller status and is empowering underserved and marginalized communities to build lasting prosperity.
Drawing on his personal journey, Dr. Wallace delivers dynamic and relatable keynote presentations on leadership, coaching, personal motivation, and generational wealth strategies. His message isn’t just about finance; it's about helping people understand their "Financial Genetic Code" to make better choices and build a legacy.
Driven by a passion for creating pathways to opportunity, Dr. Wallace founded Project Transition, Inc., a groundbreaking welfare-to-work program. This initiative has empowered over 1,000 participants in Alameda County to transition into competitive careers, helping them break cycles of poverty and build sustainable futures. His impact extends far beyond program design—he equips individuals with the mindset, tools, and access they need for success.
Recognized among the most influential African Americans of the 21st century by Contemporary Black Biography, Dr. Wallace’s accolades include:
- Amazon Best Seller – Generational Wealth Begins with Generational Knowledge®
- Oakland Chamber of Commerce Community-Based Nonprofit of the Year
- Wells Fargo Living History Makers Award
- Recommendations for prestigious fellowships from the Ford Foundation and the Annie E. Casey Foundation
With every stage appearance, Dr. Wallace inspires audiences to see that Generational Wealth Begins with Generational Knowledge and that actual change happens when knowledge, opportunity, and action align.
Welfare to Work
Advocating for financial literacy, Dr. Wallace authored
Welfare to Work: A Practitioner’s Perspective on How to Develop and Implement a Successful Welfare to Work Program. He provides a holistic training program focused on establishing and enhancing hard and soft skills, educating his audience on how to handle their money now and plan for their futures. His vision and work continue to enable individuals, families, and communities to break out of the cycle of poverty.
Begin the Journey towards creating Generational Wealth today
Discover how speaker, trainer, and executive director Dr. Joaquin Wallace draws on his success to address the hurdles that African Americans face with financial well-being. His six-step methodology incorporates behavioral and scientific approaches to empowering a community educated in generational wealth. Take the initiative and schedule an individual or speaking engagement with Dr. Wallace today.
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Dr. Joaquin Wallace is a dynamic and engaging speaker. As an educator, community advocate, visionary, and author, he draws from his personal experience to deliver influential and invoking keynote presentations related to leadership and coaching, personal motivation, non-profit program development and implementation, as well as financial wealth building and education.
He also wrote the book Welfare to Work: A Practitioner's Perspective on How to Develop and Implement a Successful Welfare to Work Program.