Investments & Wealth Foundation

Our Story

The Investments & Wealth Foundation was established to empower women, diverse professionals, and next-generation leaders in the financial advisory profession. By providing scholarships for financial certifications, the Foundation aims to reduce financial barriers and increase public access to this vital industry.

Impact

Since 2020, the Foundation has awarded over $1.1 million in scholarships, providing more than 670 individuals with the opportunity to pursue financial certifications. This initiative significantly enhances diversity and inclusivity within the financial advisory profession.

Why Donate?

Your donation to the Investments & Wealth Foundation fosters a more diverse and sustainable workforce in the financial advisory profession. It helps break down barriers for underrepresented individuals, creating a more inclusive community.

Get Involved

Join the movement towards a more equitable financial advisory profession. Donate cryptocurrency or cash today to support scholarships that empower aspiring financial advisors and transform lives.