Lazetta Braxton
Lazetta Braxton is a nationally recognized financial expert, business strategist, and industry thought leader known for her work in advancing cultural competency in financial services. She is the Founder and CEO of Lazetta & Associates, Co-Founder and Co-CEO of 2050 Wealth Partners, an all-digital RIA, and Founder and Managing Principal of The Real Wealth Coterie, a virtual financial planning and wealth management firm. Across her companies, Braxton empowers individuals, families, and organizational leaders to align their financial decisions with their values and long-term vision, helping them build sustainable wealth and financial confidence. A respected advocate for diversity, equity, inclusion, and belonging (DEIB) in the financial planning profession, Braxton is a leading voice on expanding access to quality financial advice and creating more equitable pathways within the industry. She advances this mission through her work in financial planning and wealth management as well as through public speaking, writing, consulting, and coaching, where she equips professionals and firms with the tools to foster inclusive cultures and deliver culturally competent financial guidance.
Lazetta Braxton Professional Experience / Academic History
Professional Experience
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Co-Founder and Co-Chief Executive Officer
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Contributor on Wealth Management, The Experts
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Member of the Digital Financial Advisor Council
Academic History
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M.B.A., Finance
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B.S., Finance and International Business
CURRENT AFFILIATIONS
Member, CNBC Digital Financial Advisor Council
Contributor, WealthManagement.com Culture and Health
Contributor, Financial Planning Human Capital
Contributor, Next Avenue
President, AAAA Foundation
RECOGNITIONS
2021 Crain's New York Business Notable Black Leader and Executive
2020 Investopedia's 100 Top Financial Advisors
2018 InvestmentNews Excellence in Diversity and Inclusion
2017 Association of African American Financial Advisors’ Leadership Legacy Award
2015 Financial Planning Association's Heart of Financial Planning Award
2015 InvestmentNews Women to Watch
MEDIA PRESENCE
Lazetta Braxton is a highly visible media commentator whose expertise is regularly featured across major national outlets.
She has been profiled in Financial Planning Magazine, InvestmentNews, Morningstar, and Essence, and has been quoted as a trusted financial expert in CNBC, The Wall Street Journal, Kiplinger’s, and Diversity Women.
Braxton has also appeared on prominent broadcast programs, including NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell, where she provides insights on financial planning, wealth building, and industry trends.
In addition to her media features, she frequently delivers keynote talks and expert commentary for national conferences, corporate events, and professional associations, solidifying her role as a leading voice in personal finance and inclusive wealth planning.