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FDU WMA Club Meeting XLVI: The Bemused ft. Akeiva M. Ellis, CFP
Our first meeting will be on Tuesday at 6 PM in the Mansion Room 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR where will have Akeiva M. Ellis, CFP from The Bemused to speak to us. Akeiva is a financial planner and educator and is also a financial education specialist at Ballentine Partners LLC, a wealth management firm based in the Boston, Massachusetts area serving high net worth individuals and families. At Ballentine, Akeiva serves as co-leader of the firm's Diversity, Equity, and Inclusion taskforce. Akeiva is the founder of The Bemused, a financial literacy service catering to young adults using YouTube video content and a formal education program called The Adulting Boot Camp. Akeiva has been quoted in articles for The Boston Globe, OppLoans, Tiller, and Bankrate. She has also been a featured guest on PlanStronger TV and on the Breaking Money Silence Podcast. Akeiva holds a master's degree in financial planning from Bentley University. She is one of the youngest Certified Public Accountants and CERTIFIED FINANCIAL PLANNER™ professionals in the nation and has a passion for helping young adults build wealth.
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