Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton

On the Framework podcast, Jamie Hopkins spoke with Lazetta about her career and passion for increasing cultural competency and diversity in the financial services industry


In today’s episode of Framework, Jamie talks with Lazetta Braxton. Lazetta has been deeply involved with the CFP industry for a long time. She’s on the board for AAAA Foundation as well as making regular appearances on CNBC. Lazetta is a leading figure in the diversity and inclusion front for the industry, challenging firms to #dothework on cultural competency and diversity.


Growing up in a family that had to take on a lot of debt to keep up with the bills, Lazetta was determined to figure out the mechanisms that keep people in the cycle of debt. To that end, she attended the University of Virginia to study finance and to be around wealth in hopes of better understanding it.


She began her career on the accounting side of business, but slowly moved into investments and wealth management. Financial planning didn’t come into the picture until after she earned her MBA, at which time she started looking at financial planning in a more holistic way than was being done at the time.


Listen to the episode here.

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