Building Financial Knowledge For Wealth And Long-Term Growth
Perspectives Worth Reading
Explore Ideas That Inform Change
Explore Dr. Wallace’s published articles for thoughtful perspectives on financial literacy, economic opportunity, and the experiences that shape financial behavior. These pieces examine practical issues affecting individuals, families, and communities, including the role of education, money beliefs, and preparation for life after incarceration. Read each article to gain context on the ideas, experiences, and work that inform his approach and dedication to lasting well-being.
Coaching for Excellence
Financial Guidance Centered On Your Goals
Dr. Joaquin Wallace works with individuals and families who have different financial goals, priorities, and challenges. His approach centers on education, consultation, and active client participation. Rather than treating financial planning as a one-size-fits-all process, he works with each client to understand their circumstances and establish goals for the short, intermediate, and long term. The process is structured to help clients understand their financial decisions and take an active role in shaping their plans.
- Provides one-on-one financial consultation
- Addresses short, intermediate, and long-term goals
- Builds plans around individual circumstances
- Involves clients throughout the planning process
- Focuses on financial knowledge and decision-making
Our work begins with understanding where each client is today and where they want to go. We use consultation and education to build a financial plan around those priorities.
Beyond The Spotlight
Meet Dr. Joaquin Wallace
Dr. Joaquin Wallace connects financial planning, leadership, and community transformation through a message centered on knowledge, opportunity, and action. His work helps people understand the beliefs and behaviors behind financial choices while creating pathways toward lasting prosperity, stronger family futures, and a meaningful legacy.
Financial Planning & Leadership
Dr. Joaquin Wallace is a nationally recognized financial planner, Amazon best-selling author, and visionary speaker. His work bridges financial empowerment, leadership, and community transformation, helping people build lasting prosperity and understand financial choices clearly.
Generational Wealth Framework
Dr. Wallace’s book, Generational Wealth Begins with Generational Knowledge®, achieved Amazon Best Seller status. His Financial Genetic Code® and Seven-Stage Generational Wealth Model address beliefs, and behaviors in financial decisions, helping families rethink money and legacy.
Project Transition, Inc
Dr. Wallace founded Project Transition, Inc., a welfare-to-work program created to build pathways to opportunity. The initiative has empowered over 1,000 participants in Alameda County to transition into competitive careers, break cycles of poverty, and build sustainable futures.
Speaking & Personal Motivation
Drawing on his journey, Dr. Wallace delivers keynote presentations on leadership, coaching, personal motivation, and generational wealth strategies. His message helps audiences understand their Financial Genetic Code® and see how knowledge, opportunity, and action support meaningful change.
Recognition & Accomplishments
Dr. Wallace was recognized among the influential African Americans of the 21st century by Contemporary Black Biography. His accolades include Amazon Best Seller status, Oakland Chamber of Commerce Community-Based Nonprofit of the Year, the Wells Fargo Living History Makers Award, and fellowship recommendations.
Through his book, speaking, and community work, Dr. Wallace connects knowledge, opportunity, and action to help people rethink financial choices and pursue lasting prosperity while building a legacy.
A Shift In Perspective
The Power of Financial Education
By recognizing how financial inquiry and a lack of economic opportunity pose threats to underserved communities, you too can take the lead in raising awareness to eliminate these issues. We invite you to join Dr. Wallace as he shares his approach to how financial education can be the first step in becoming a change agent within your family and community. By incorporating this knowledge of generational wealth, you too can move down the path of financial well-being, fostering a prosperous future for you and your family.
Ideas That Move People
Impactful Speaking Engagements
Looking to inspire, motivate, and empower your audience? Dr. Joaquin Wallace brings his expertise to the stage with captivating keynote presentations on a range of topics. From leadership and coaching to personal motivation, non-profit program development, and financial wealth building, Dr. Wallace delivers dynamic talks that drive transformative change. Get ready to unlock your full potential and achieve extraordinary results. Each keynote presentation by Dr. Joaquin Wallace is tailored to captivate and inspire audiences, leaving them equipped with practical tools, actionable insights, and a renewed sense of purpose. Prepare for an unforgettable experience as Dr. Wallace ignites the spark within each individual, transforming lives and organizations alike.
Book Dr. Joaquin Wallace for your next event and unleash the potential within your audience. Together, let's embark on a journey of growth, empowerment, and extraordinary achievement.
Cycles Through Opportunity
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.
Purpose, Vision, And Impact
Why Choose Dr. Wallace?
Dr. Wallace is an inspirational speaker, visionary, and CEO who uses his teachings to inspire individuals to achieve generational wealth for all. He uses his years of personal success to help his audience pursue their individual financial and lifetime goals, including building generational wealth. Dr. Wallace is eager to share how people can build generational wealth for themselves now—and for future generations. His dedication to this cause led him to create the Seven-Stage Generational Wealth Model, emphasizing that "Generational Wealth Begins With Generational Knowledge ™." Dr. Wallace has launched "The New Wealth Wave Podcast," which features his Seven-Stage Generational Wealth Model and guests passionate about transferring their knowledge, expertise, and personal stories on their theories and practices to achieve generational wealth.
Planning For Tomorrow
Guidance for Building Generational Wealth
Dr. Joaquin Wallace is a speaker, trainer, executive director, and financial educator focused on helping individuals and communities strengthen their financial well-being. Drawing from his own success and professional experience, he addresses financial challenges that affect African Americans and promotes greater understanding of generational wealth. His approach combines behavioral and scientific methods with practical education, helping clients examine their financial decisions and develop strategies for building wealth that can support both present and future generations.
SCHEDULES And APPOINTMENTS
Discuss Your Financial Goals And Next Steps Now
Have questions or want to discuss your financial goals? Contact Dr. Wallace to learn more about available consultations and speaking engagements. Take the next step by reaching out and finding a time that works for you when ready to begin!
