Lazetta Rainey Braxton, CFP®, MBA

About Lazetta Rainey Braxton, CFP®, MBA

Lazetta Rainey Braxton, Co-Founder and Co-CEO of 2050 Wealth Partners, is on a mission to provide access to financial planning for “the rest of us.” She believes that solid financial advice is not just for the 1%.

Lazetta focuses on creating a safe place for clients to realize their goals and dreams through the wise use of financial resources in a no-shame zone. Through her previous firm, Financial Fountains, Lazetta worked primarily with thriving professionals and sandwich generation wealth-protectors to build their financial foundation and to support generational wealth.

In 2020, Lazetta joined forces with Rianka R. Dorsainvil, CFP®, and founder of Your Greatest Contribution, to merge their firms and launch 2050 Wealth Partners. Through this new firm and platform, Lazetta is continuing to guide clients through becoming exceptional stewards of their own finances and promoting financial wellbeing.

Together with Rianka and the rest of the 2050 Wealth Partners team, Lazetta is spreading the message that financial planning is truly for everyone. She’s working with the 2050 Wealth Partners team to continue increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings.

Lazetta, a nationally-recognized financial expert, has appeared on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell. She is a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog.

Recognized for her leadership, entrepreneurial spirit, and dedication to the financial planning profession, Lazetta was named one of Investment News’ inaugural Women to Watch and Excellence in Diversity and Inclusion recipients. She also received the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association.

Please visit her blog: https://www.2050wealthpartners.com/wealth-by-design-blog

Brad Kingsley, CFP®

About Brad Kingsley, CFP®

Hi! I’m Brad Kingsley, a fee-only financial planner based in Charleston, South Carolina – serving clients worldwide through technology solutions.

I help professionals and business owners clarify their finances then develop and execute a plan to achieve their personal life goals – through fee-only comprehensive financial planning.

FINANCIAL PLANNING:
An ideal financial plan is built around your specific values, goals, and dreams.

Within our relational process, we’ll clarify your current financial state, explore your ideal vision of the future, and evaluate options to achieve as much as possible – considering prioritization of various scenarios.

Financial planning solutions include advice on cash flow and budgeting, debt management, investments, retirement planning, employee benefits, insurance, real estate, and topics specific to current and future small business owners.

INVESTMENT MANAGEMENT:
As a fee-only financial advisor, I do not receive commissions or other compensation from the sale of specific investments or insurance products. This is a conflict-of-interest I decided to purposely avoid. I represent you and your best interests, and only get paid based on a clear agreed-upon fee schedule.

Investing is just one part of a healthy financial plan – but an important part.

In our relationship, we will clarify your risk tolerance to understand the best way to balance your portfolio and minimize your investing anxiety. We also clarify personal details and goals, and merge this with risk profiles, to optimize your portfolio in the best way toward your goals – for you personally.

BUSINESS ADVISEMENT:
With business advisement, I help small business owners maximize the value of their businesses. This includes business operations, finance, and profits, but also positioning intrinsic value for a future exit/sale.

Personally I have started, grown, managed, and successfully sold my own business. I’ve dealt with startup tasks, human resources, technology, management, finance and everything else you are dealing with. If you want someone to come alongside you who has already successfully navigated these areas, let’s talk about business advisement services.

 

David Uhlmann, CFP®, MSF

About David Uhlmann, CFP®, MSF, APMA®, AAMS®

I enjoy working with people, numbers and technology. Being a financial planner allows me the pleasure of working with all three. As a financial planner over the past 14 years, I have leveraged my diverse experiences and background in finance to help a number of entrepreneurs, business owners, executives, and technologists achieve the quality of life they aspired to.

Allow me to do the same for you. Schedule a complimentary consultation.

Please visit my blog here.

Michael Izbotsky, CFP®

About Michael Izbotsky, CFP®

Hey! I’m Michael Izbotsky, CFP®, Founder and Owner of our firm, From Planning to Living LLC. I wanted to create a financial planning firm that caters to people like me: those who understand the true value of time. Gone are the days of working the traditional 9 – 5 and being confined to the hours on the clock. Whether despite this or because of this, our days seem to be busier than ever before. So, what is it that you’re doing with your time? Or I should ask, what would you rather be doing with your time?

I created FPL to help people live their best lives and create the futures they actually want for themselves—not the stereotypical retirement after 40 years at a company you only “kind of” like. As our saying goes, “We handle the planning so you can get to living.” We handle the planning so you can spend your time doing what you love and stress less about what needs to get done or how to get it done. Why wait until you’re 65 to start living?

Quick Facts About Me:

-Friends and family make me happiest
-Coffee, good books, Netflix Originals, and podcasts get me through each day
-Camping, traveling, and exploring keep me rejuvenated and feeling free
-B.S. in Statistics with an emphasis in Actuarial Science from San Diego State University

Grant Glenn, CFA, CFP®

About Grant Glenn, CFA, CFP®

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain; and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management – there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level.

I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation (CFA is the gold standard of the investment profession.” Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP).

Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024), and an active member of the CFA Society of Colorado. To explore and deliberate on cutting edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification.

Outside of the office, Grant loves to spend time with his beautiful wife, and they are expecting their first child in April 2021. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding.

Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

John Robert Holman, CFP®, CFA

About John Robert Holman, CFP®, CFA

Do you seek a wealthy lifestyle? Do you want to retire early? Would you like to leave substantial assets to your spouse and children? Then you’ve got to reach your specific target numbers – failure is not an option. I understand the signs of the times and what should be done about them.

I seek to protect your investments from undesirable risks and setbacks from losses. I ditch underperforming investments and move you to better-performing ones. And if the markets are too risky and showing signs of decline, I sell and go to cash. I want to explain how I go about doing that — it’s different from standard asset allocation methods that produce below average results.

Your financial success is important to me, that’s why I do this. My process begins with fundamental market and economic analysis, then I review the key market and economic technical indicators. I understand the story they are telling. This enables me to select the best sectors of the market to invest your money. Call me. Email me. Set an appointment with me to understand what I can do for you.

Ivan Havrylyan, CFP®

About Ivan Havrylyan, CFP®

I am a fee-only, fiduciary, Certified Financial Planner™️ practitioner and I help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges.

Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals.

My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center and over the years I have learned how to maximize her employee benefits as well as unique challenges people in her profession face.

In my free time, I also love to CrossFit and have been able to give back to this community through volunteering and providing business planning resources to this unique group of entrepreneurs.

Corey Peterson, CFP®, EA

About Corey Peterson, CFP®, EA

Corey has been working in the financial services industry for 17 years, as an insurance advisor, investment portfolio manager, estate administrator and income tax preparer.

Corey started Great Hill Advisory in 2016 to incorporate all his past roles in financial services to provide one platform that provides truly comprehensive and coordinated financial planning high and ultra-high net worth clients.

Great Hill Advisory provides family office services to high and ultra high net worth clients. Our services include multi-generational estate and income tax planning, high level asset allocation review and recommendations, investment performance monitoring, insurance reviews and recommendations, and cash flow tracking and analysis.

Andy Avera, CFP®, CTFA

About Andy Avera, CFP®, CTFA, CAP®

We’re not your typical advisors. We build customized investment portfolios to endure any market, and we dot every “i” and cross every “t” with proactive, ongoing financial planning. But we don’t just try to protect and maximize your financial wealth, we care about helping you live your best life. Ultimately, your financial resources should afford you the time and flexibility to pursue what’s most important to YOU.

What if you could cut back on work or stop altogether to spend more time with your family…or pursue a dream or interest? What if you could make a change in your life that would improve the quality of the relationship you have with your spouse, children, or others? Questions like these often have financial ramifications and we encourage meaningful conversations about what really matters to you. You imagine the best version of your life, we help you gain clarity in the process, and then we synthesize the complex financial issues into a simple plan to help you get there.

Ultimately, life isn’t about the money…it’s about the journey, the memories you create, and the legacy you leave behind. You deserve to live your best life.