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February 03, 2022
We welcome back Akeiva Ellis, financial planner and educator, on our NextGen in 10 Podcast for a discussion of Akeiva's project "The Bemused," a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?
Akeiva M. Ellis is the Financial Education Specialist at Ballentine Partners, a wealth management firm in the Greater Boston area serving ultra-high-net-worth individuals and families. She is also the founder of The Bemused, a financial education brand for young adults. She currently serves as an ambassador for the CFP Board and has been quoted in numerous media outlets including The Boston Globe, Bankrate, and RIA Intel. She was also named to Investment News’ 2021 class of the “40 Under 40” professionals making their mark in financial services, and was the youngest person ever to grace the list. You can also find The Bemused on YouTube.