URBAN WEALTH MANAGEMENT GROUP - Key Persons

Job Titles:

• Relationship Manager
• Senior Vice President

With more than 20 years of experience in the financial services industry, I serve as the primary point of contact for client servicing matters at Urban Wealth Management Group. I oversee, execute, and manage all administrative, communication, and operational matters. When I am not at work, I enjoy spending time with my husband and daughter.

Job Titles:

• Chief Compliance Officer
• Chief Operating Officer

Job Titles:

• Financial Advisor

With a background in Quantitative Economics, I started helping people create sustainable wealth in 1999, right out of college. What I noticed very early on was the disparity between the financial material companies provided and the amount of financial knowledge minorities had. Whenever I hosted seminars, the presentations were often not basic enough for people who didn't already have a financial education. This opened a door for my passion to blossom. I started building up my skills to make complex financial concepts simple and relatable. My enthusiasm to empower people to understand money and wealth led me into the public arena. I was a panelist on the Magic Johnson Foundation Leadership Conference Panel and a panel discussion hosted by the Black Women's Association. I hosted my own radio show called Getting Your Financial House in Order and was a guest on other shows, including Inner Vision and Some of Us Are Brave on KPFK in Los Angeles. I was a regular on the Mother Love Show and a recurring guest on Living on Assignment with Rev. Najuma Smith-Pollard. I also organized and led many seminars and workshops for professional organizations, churches, sororities, real estate firms, and women's organizations across the United States. And then the Great Recession of 2008 occurred, and I had something to say! Financial uncertainty is a huge challenge for everyone, so I authored All About the Benjamins: Helping People Create Wealth in the Midst of Financial Insanity. I also wrote a book for little ones titled Johnathan and Geneva: The Adventures of Zeallionaire Kids. I kept going and created a financial-based curriculum for a summer camp held at West Los Angeles College. (Prior to the COVID-19 pandemic, I taught it, too. It's virtual now.) I also developed a curriculum for young adults that was included in a pilot program on financial learning at Virginia Commonwealth University. As a result of embracing and living out my life's purpose, I have been honored to be recognized by many organizations locally and nationally. I've received a Community Ser from the Los Angeles Women's Chapter of the NAACP and a Trail Blazer Award from the Women's Missionary Society of First AME Church Los Angeles, and I was Outstanding Women in Business by the National Council of Negro Women.

Job Titles:

• Founder / Chief Executive Officer, Wealth Advisor

After 25 years as a financial advisor in the corporate world, I left a major firm in June 2012 to launch Urban Wealth Management Group. Sensing that a shift was taking place in the financial services industry, my intention was to build a platform that focused on strategic financial planning alongside investment management to better serve clients. But it was my own personal experience, my mom's challenges in her life, and her passing in 2017 that truly inspired me to focus the practice on supporting the needs of women. The longer I was in the business, the more I realized that women were being overlooked and underserved. The fact is that the majority of financial advisors are men and don't realize the importance of engaging the wives, significant others or even other female family members in the investment and financial guidance process. Women were not being serviced appropriately, so I initiated a platform to focus on the special needs of women. My mom influenced me beginning at a very early age. After her marriage ended, she made the momentous decision to return to graduate school. Although she was a single mo three children, all under the age of 10, she acquired her masters degree in Clinical Social Work. She was so dedicated to helping people who were experiencing physical an health issues. But working long hours, raising 3 kids, and not receiving an adequate amount of childcare benefits or income created financial stress. I remember multiple o when she had to drive quickly, rushing to the bank just minutes before it closed to deposit her paycheck. So cash flow was low, and I could see and feel it. Whenever my siblings and I received money for our birthdays or Christmas gifts, from our grandparents or other family members, she encouraged us to save our money in th began working at age 13, providing tutorial services for elementary school students. My mom asked to borrow money from me periodically to pay for household expenses, always paid it back. So I was engaged in financial stress early on. Over time, that stopped when her income began to rise and my siblings and I began earning a little money part-time, which took care of some of our personal expenses.

Job Titles:

• Financial Advisor

My business foundation is built on a meticulous work ethic, guided by a conservative financial ideology that prioritizes preserving capital while attending to the finest details. Clients take solace in my extensive knowledge and 28 years of experience in the industry. I am fully committed to assisting my clients in achieving their financial goals and meeting their individual needs. In addition, I guide clients in comprehending the coordination between different aspects of their financial pictures such as investments, taxes, estate planning and insurance, which enables them to make well informed decisions. I obtained my Bachelor of Arts degree in Political Science and a specialization in Business Administration from the University of California, Los Angeles. Alongside that, I hold securities licenses, including Series 7, 63, 65, and SIE, I am also a Certified Tax Preparer for the State of California (CTEC). As part of my dedication to service, I became an East Los Angeles Rotarian in 2010. Additionally, I served on the executive board for the LAPD's Police and Business Association - Hollenbeck Division, volunteer as a grant writer for the Skate-4-Education mentoring program, and a member of the National Latina Business Women Association (NLBWA).