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Begin the Journey towards creating Generational Wealth today
Discover how speaker, trainer, and executive director Dr. Joaquin Wallace draws on his success to address the hurdles that African Americans face with financial well-being. His six-step methodology incorporates behavioral and scientific approaches to empowering a community educated in generational wealth. Take the initiative and schedule an individual or speaking engagement with Dr. Wallace today.
Meet Dr. Joaquin Wallace
Consultant & Financial Investment Advisor
Dr. Joaquin Wallace: Building Generational Wealth and Inspiring a Legacy of Prosperity
Dr. Joaquin Wallace is a nationally recognized financial planner, Amazon best-selling author, and visionary speaker dedicated to bridging financial empowerment, leadership, and community transformation. His latest book, Generational Wealth Begins with Generational Knowledge—a transformative guide that redefines how we think about money and legacy—achieved Amazon Best Seller status and is empowering underserved and marginalized communities to build lasting prosperity.
Drawing on his personal journey, Dr. Wallace delivers dynamic and relatable keynote presentations on leadership, coaching, personal motivation, and generational wealth strategies. His message isn’t just about finance; it's about helping people understand their "Financial Genetic Code" to make better choices and build a legacy.
Driven by a passion for creating pathways to opportunity, Dr. Wallace founded Project Transition, Inc., a groundbreaking welfare-to-work program. This initiative has empowered over 1,000 participants in Alameda County to transition into competitive careers, helping them break cycles of poverty and build sustainable futures. His impact extends far beyond program design—he equips individuals with the mindset, tools, and access they need for success.
Recognized among the most influential African Americans of the 21st century by Contemporary Black Biography, Dr. Wallace’s accolades include:
- Amazon Best Seller – Generational Wealth Begins with Generational Knowledge®
- Oakland Chamber of Commerce Community-Based Nonprofit of the Year
- Wells Fargo Living History Makers Award
- Recommendations for prestigious fellowships from the Ford Foundation and the Annie E. Casey Foundation
With every stage appearance, Dr. Wallace inspires audiences to see that Generational Wealth Begins with Generational Knowledge and that actual change happens when knowledge, opportunity, and action align.
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Book
Generational Wealth Begins with Generational Knowledge®
The Seven Stages of Financial Empowerment and a Legacy of Prosperity
Break the Cycle. Build the Legacy.
In Generational Wealth Begins with Generational Knowledge®, Amazon best-selling author and award-winning financial planner Dr. Joaquin E. Wallace delivers a groundbreaking framework for building lasting wealth in underserved and marginalized communities.
Through his Seven-Stage Generational Wealth Model©, Dr. Wallace shows how to:
Uncover and rewrite Inherited Financial Narratives© that silently shape your money decisions
Heal financial trauma by reprogramming your Financial Genetic Code©
Navigate both Walls In (internal barriers) and Walls Out (systemic obstacles)
Build and protect assets through estate planning, insurance, and long-term care strategies
Pass down not just wealth, but the knowledge to sustain it for generations
Blending behavioral finance, cultural insight, and practical tools, this book moves beyond theory into action. With real-world case studies, worksheets, and action plans, Dr. Wallace equips readers to create a sustainable legacy — one that turns financial survival into generational prosperity
Available now on Amazon
Your family’s future starts with what you learn today.
Individual or Organization Speaking
Through his speaking, Dr. Wallace inspires individuals to pursue building their wealth and establishing strong financial well-being now and for future generations. Make the first step and schedule an appointment with Dr. Wallace today for individual coaching or a speaking engagement with your organization.
The Power of Financial Education
By recognizing how financial inquiry and a lack of economic opportunity pose threats to underserved communities, you too can take the lead in raising awareness to eliminate these issues. We invite you to join Dr. Wallace as he shares his approach to how financial education can be the first step in becoming a change agent within your family and community. By incorporating this knowledge of generational wealth, you too can move down the path of financial well-being, fostering a prosperous future for you and your family.
Shape Tomorrow for Your Children
What you do today has a lasting impact on the economic well-being of your community as a whole. Many of Dr. Wallace’s numerous clients find success in reaching their personal financial goals, making positive changes in their overall lives, and laying the groundwork for a prosperous future. Schedule an appointment with Dr. Wallace today to take action on financial education!
