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First-Generation Wealth Building with Pamela Capalad, CFP®, AFC®

Weird Finance

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The Importance of Financial Planning for People of Color

Roxanne Jones is a financial planner and author. Her new book, "Sea Change," focuses on how to deal with the wealth divide in America. She says she struggles with her own racial marginalization but that it's also showing up in her business as well. Do you help clients kind of unpack what these things are? Is that something you do as a financial planner? How does that work?

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