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A Path to Generational Wealth with WealthMore with Mical Jeanlys-White
Manage episode 407789328 series 3520934
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Have you ever wondered what drives someone to leave the perceived security of a blue-chip career for the often unpredictable waters of FinTech entrepreneurship and how one pivotal moment on a Peloton sparked an idea that could impact people for generations?
As we continue to explore conversations with change agents rethinking paths to financial health, we are in conversation with Mical Jeanlys-White, Founder and CEO of Wealthmore, an inclusive investment and advice platform.
WealthMore’s belief is that “everyone’s wealth deserves the benefit and respect of financial advice.” Join us as we listen to Mical's journey as a first-generation immigrant, from trying to get her grandmother to invest in CDs to defining a solution to help democratize wealth advice. Mical shares her lived experiences, challenges, and real conversations we need to have about closing the racial and gender wealth gaps if we are to create a path to lasting generational wealth.
Discover Wealthmore's unique approach to investing, planning, and creating a diverse and inclusive community of wealth advisors. Explore the impact of community-led financial empowerment and Wealthmore's innovative 'advice on demand' model as part of an ecosystem that stands for financial inclusion and leveling the playing field.
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