5 Things to Know About Cultural Competence and Your Practice with Saundra Davis

5 Things to Know About Cultural Competence and Your Practice with Saundra Davis

We have officially kicked off season three of 2050 TrailBlazers with the theme money and culture. One taboo that transcends many cultures is talking about money. I recently sat down with Saundra Davis, MSFP, APFC®, FBS®, a world-traveled distinguished adjunct professor and financial coach with decades of experience, to have a deep discussion about various cultures and their lenses of money.

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5 Lessons from the Godfather: LeCount Davis, Sr. Shares Wisdom from a 40-Plus Year Career

5 Lessons from the Godfather: LeCount Davis, Sr. Shares Wisdom from a 40-Plus Year Career

LeCount Davis Sr., CFP®, has been making history since he first received his CFP certification in 1978. He was the first African American CFP® professional. He founded the Association of African American Financial Advisors (Quad-A) in 2001. And he’s always focused on making an impact in his community and profession.

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Lessons from Loving: How to Move the Planning Profession Forward in Terms of Diversity

Lessons from Loving: How to Move the Planning Profession Forward in Terms of Diversity

Ajamu Loving’s dad, who was a financial services professional, used to frequently make house calls to meet with his clients. It was back in the 1980s where everything was done on paper. So he’d haul his suitcase full of papers to each meeting with him.

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To Have Honest Conversations about Diversity: Learn some History and Get Comfortable with Discomfort

To Have Honest Conversations about Diversity: Learn some History and Get Comfortable with Discomfort

Phuong Luong’s family immigrated to the United States from Vietnam in the 1980s without much in the way of savings. Her family was considered low-income.

As the career changer, who was formerly a math and special education teacher, studied for her CFP® certification exam, she oftentimes had to pause and reflect, thinking to herself, “Oh, that’s how they did it.” Referring to the populations who had built wealth.

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