Lazetta Rainey Braxton, MBA, CFP®'s Linkedin Analytics

With a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of diversity in the financial services industry, Lazetta Rainey Braxton, MBA, CFP® seeks to share her experience on corporate boards of directors. Having founded and led Registered Investment Advisory (RIA) firms, consulted with $5B+ RIAs, advised Fortune 100 Financial Services firms, appeared in global media and driven impactful industry initiatives as a volunteer Board and Advisory Council member, Lazetta possesses a unique understanding of consumer engagement, talent management, and regulatory requirements shaping this evolving landscape. Over her 25+ year career, Lazetta catapulted innovative strategies by equipping individuals and leaders to align their balance sheets and P&Ls with their vision and values, adopt virtual engagement prior to the pandemic, amplify marginalized voices in workplaces, build dynamic professional teams, and balance IQ and EQ for optimal engagement at home and work. As CEO of The Real Wealth Coterie and founder of Lazetta & Associates, Lazetta recently paused from her 10-year volunteer Board and Advisory Council positions. She served on inaugural positions with the CFP Board’s Center for Financial Planning Advisory Council, Women’s Initiative Council, Diversity Advisory Group. She also held a 7-year tenure with the Association of African American Financial Advisors (AAAA), where she launched its nationally-recognized flagship service, AAAA VISION conference, hired a full-time Executive Director, and built a significant reserve to sustain future endeavors. CEO | COO - Founder of three Registered Investment Advisory firms designed to appeal to overlooked and underserved populations seeking a trusted partner to guide them in building and transferring wealth and building an engaged financial professional team. - Formulated the business strategic plan that resulted in 300% revenue growth - Integrate and implement the complexities of financial services regulatory requirements into the firm’s business structure. CHIEF PEOPLE OFFICER - Cultivated a forward-thinking workplace culture through unconventional policies, policies, and processes designed to enhance the human experience in the workplace. - Enhanced the career path and performance evaluation process to encourage alignment, authenticity, and advancement. CHIEF INVESTMENT OFFICER - Designed investment policies and procedures to support prudent and compliant practices among households and institutions.