Juneteenth: 
Building Black Wealth

Register

Juneteenth commemorates Black freedom and achievement. But there’s still a long way to go to achieve equity.

Certified Financial Planner, Managing Partner
Zenith Wealth Partners

Chelsea Ransom-Cooper

Emlen Miles-Mattingly

Founder, CEO
Gen Next Wealth

© 2021 Altruist Corp

Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 

Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

Open office hours with Black advisors for Black investors and professionals
June 18th, 2021 at 12:00 PM PT / 3:00 PM ET

Register

2021 also marks the 100 year anniversary of the Tulsa Race Massacre and the subsequent erasure of the “Black Wall Street.” While wealth and equity are not built overnight, there are things that Black investors can do for a brighter future. 

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.

With nearly 20 years of experience in the financial services industry he decided to leave the large corporations and start his own independent firm. It is his passion to keep the clients best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. 

As the host of the podcast Minority Money Emlen discusses finance, family, fitness/health, and education and how all of these things affect your overall wealth.

Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada , Mia, Emlen II, and Ecella.

Chelsea Ransom-Cooper is a Certified Financial Planner and Managing Partner at Zenith Wealth Partners, a fee-only financial planning firm, and registered investment advisor. At Zenith Wealth Partners, Chelsea guides individuals, families, and business owners through the many financial decisions they face to help develop strategic financial plans that meet their present and future financial goals. Powered by her passion and purpose, Chelsea lends her expertise to empower women to build wealth through equity. This includes, but not limited to, businesses, stocks, and real estate. She understands that financial planning is a marathon, not a sprint, and works with clients to make sure they understand each phase of their financial plan.

Chelsea Ransom-Cooper

Zenith Wealth Partners

Emlen Miles-Mattingly

Gen Next Wealth

Reserve your spot now.

Register

Open office hours with Black advisors for Black investors and professionals

June 18th, 2021 at
12:00 PM PT / 3:00 PM ET

Juneteenth: 
Building Black

Wealth

2021 also marks the 100 year anniversary of the Tulsa Race Massacre and the subsequent erasure of the “Black Wall Street.” While wealth and equity are not built overnight, there are things that Black investors can do for a brighter future. 

Gen Next Wealth

Emlen Miles-Mattingly

Zenith Wealth Partners

Chelsea Ransom-Cooper

Juneteenth commemorates 
Black freedom and achievement. But there’s still a long way to go 
to achieve equity.

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.

With nearly 20 years of experience in the financial services industry he decided to leave the large corporations and start his own independent firm. It is his passion to keep the clients best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.

As the host of the podcast Minority Money Emlen discusses finance, family, fitness/health, and education and how all of these things affect your overall wealth.

Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. 
He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella.

Founder, CEO
Gen Next Wealth

Emlen Miles-Mattingly

Chelsea Ransom-Cooper is a Certified Financial Planner and Managing Partner at Zenith Wealth Partners, a fee-only financial planning firm, and registered investment advisor. At Zenith Wealth Partners, Chelsea guides individuals, families, and business owners through the many financial decisions they face to help develop strategic financial plans that meet their present and future financial goals. Powered by her passion and purpose, Chelsea lends her expertise to empower women to build wealth through equity. This includes, but not limited to, businesses, stocks, and real estate. She understands that financial planning is a marathon, not a sprint, and works with clients to make sure they understand each phase of their financial plan.

Certified Financial Planner, Managing Partner
Zenith Wealth Partners

Chelsea Ransom-Cooper

Register

Reserve your spot now.

Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 

Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

© 2021 Altruist Corp

Samuel Deane

Anna N’Jie-Konte

Deane Financial Partners, Inc.

Dare to Dream Financial Planning

Dasarte Yarnway

Altruist

Samuel Deane is a financial planner and CEO of Deane Financial Partners, Inc., an independent investment advisory firm for Millennials in technology.

After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. With a passion for improving the lives of those around him, Samuel is dedicated to providing both practical and relatable financial advice to startup founders and professionals in the tech industry.

Samuel has become a financial expert and a go-to resource for national media outlets. In 2020 he was named Investopedia's Top 100 Most Influential Advisors, and has been mentioned in the Wall Street Journal, Forbes, CNBC, Investment News, and many more. Samuel is also a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing to his community.

CEO
Deane Financial Partners, Inc.

Samuel Deane

Anna N’Jie-Konte

Founder
Dare to Dream Financial Planning

Anna is a passionate believer in the economic empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a financial advisory firm for paradigm-shifting women of color on a path to build wealth and live abundantly. She is also the host of the “First-Gen Realness” podcast. Anna has been featured on Business Insider, CNBC, US News and World Report, Think Advisor, Vice, Financial Planning, and many other notable publications. She is a highly sought-after speaker on the topics of the gender investing gap, the racial wealth gap, and investing. Anna is a native New Yorker; lover of everything related to food, the Gambia, Puerto Rican history and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics or hanging with her husband and three daughters.

Dasarte Yarnway

Head of Community
Altruist

Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping founders and professionals in tech design their best lives.

Deane Financial
Partners, Inc.

Samuel Deane

Anna N’Jie-Konte

Dare to Dream
Financial Planning

Dasarte Yarnway

Altruist

Samuel Deane

CEO
Deane Financial Partners, Inc.

Samuel Deane is a financial planner and CEO of Deane Financial Partners, Inc., an independent investment advisory firm for Millennials in technology.

After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. With a passion for improving the lives of those around him, Samuel is dedicated to providing both practical and relatable financial advice to startup founders and professionals in the tech industry.

Samuel has become a financial expert and a go-to resource for national media outlets. He was recently named as Investopedia's Top 100 Most Influential Advisors, and has been mentioned in the Wall Street Journal, Forbes, CNBC, Investment News, and many more. Samuel is also a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing to his community.

Anna N’Jie-Konte

Founder
Dare to Dream Financial Planning

Anna is a passionate believer in the economic empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a financial advisory firm for paradigm-shifting women of color on a path to build wealth and live abundantly. She is also the host of the “First-Gen Realness” podcast. Anna has been featured on Business Insider, CNBC, US News and World Report, Think Advisor, Vice, Financial Planning, and many other notable publications. She is a highly sought-after speaker on the topics of the gender investing gap, the racial wealth gap, and investing. Anna is a native New Yorker; lover of everything related to food, the Gambia, Puerto Rican history and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics or hanging with her husband and three daughters.

Dasarte Yarnway

Head of Community
Altruist


Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping founders and professionals in tech design their best lives.

To promote Black wealth building, Altruist’s Head of Community and financial advisor Dasarte Yarnway is hosting open office hours with 4 exceptional Black advisors so that Black individuals can access information, education, and tools to build their personal wealth.

To promote Black wealth building, Altruist’s Head of Community and financial advisor Dasarte Yarnway is hosting open office hours with 4 exceptional Black advisors so that Black individuals can access information, education, and tools to build their personal wealth.