Learning Center

African American Knowledge Circle: Working in Our Community: Beyond Pro Bono

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Includes a Live Event on 05/06/2021 at 12:00 PM (MDT)

Many financial planners come to the profession deeply connected to communities that have been ignored by "traditional" financial planning practices. During this conversation Saundra Davis, financial coach and educator, will talk about her journey as a career changer and how she "kicked down the door" to serve the Black community AND build a thriving business. Financial planning practitioners are poised to change the way disenfranchised communities view the profession.  We’ll discuss how they can certainly do well while doing good.

Saundra Davis, MSFP, FFC®, FBS®

Executive Director, Sage Financial Solutions

Saundra Davis, MSFP, FFC®, FBS®is a US Navy veteran, financial coach, speaker, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income. Her experience in the U.S. Navy and her twenty years serving community-based organizations led her to the reality that the best way to help people find a path out of poverty is to help them become their OWN financial expert.

Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. She is a Financial Behavior Specialist and her philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. Saundra has been an active proponent of building a more inclusive financial planning community and has served on the Financial Planning Association local and national pro bono and diversity committees.

Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

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African American Knowledge Circle: Working in Our Community: Beyond Pro Bono
05/06/2021 at 12:00 PM (MDT)   |  60 minutes
05/06/2021 at 12:00 PM (MDT)   |  60 minutes Many financial planners come to the profession deeply connected to communities that have been ignored by "traditional" financial planning practices. During this conversation Saundra Davis, financial coach and educator, will talk about her journey as a career changer and how she "kicked down the door" to serve the Black community AND build a thriving business. Financial planning practitioners are poised to change the way disenfranchised communities view the profession. We’ll discuss how they can certainly do well while doing good.
Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available