This is the first session of a two-part series on investment. During this session, we will cover:
• Investment products
• Types of investment accounts
• Opening an investment account
• Rolling over 401k’s and 457
This session will be led by Leah Davis. Leah is a dedicated wealth and wellness coach for entrepreneurial women of color. Leah has a deep commitment and profound awareness of how to support her clients as they achieve economic stability while navigating the unique challenges of business ownership.
With a focus on educating her clients about the wealth gap and how it has impacted them as women of color, Leah assists women with simple solutions to increase their liquid savings, access high-quality credit, and obtain business capital to enhance their wealth-building strategies. Leah was a seasoned financial advisor before beginning her career as a wealth and wellness coach. She enjoyed preparing her clients as they maneuvered the intricacies of managing their finance lives while fostering a foundation of generational wealth.
Leah is a certified domestic violence advocate and brings a trauma-informed approach to her work with women. She understands the complexities of gender-based violence, addiction, substance abuse, and recovery. Leah creates a safe space for women to feel seen and heard as she guides them towards economic empowerment.
