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Dr. Joaquin E.  Wallace

Dr. Joaquin E. Wallace

Founder • Project Transition Incorporated

California, United States •

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About

Empowering wealth through healing, strategy, and legacy-focused financial insight.

Speaking Topics
Financial services
Business
Signature Programs (3)


Discover how inherited money patterns shape your financial destiny—and how to break free. In this transformative keynote, Dr. Joaquin Wallace introduces the Seven-Stage Generational Wealth Model® to help audiences overcome financial anxiety, heal from generational trauma, and begin building a legacy of prosperity.


Legacy doesn't happen by accident—it’s built by design. Dr. Wallace equips audiences with practical tools and mindset shifts to create wealth that not only grows but sustains across generations, blending finance, psychology, and cultural insight.


Wealth isn’t just about money—it’s about mindset, planning, and purpose. This session challenges traditional financial thinking and offers a holistic path to lasting success through legacy planning, community empowerment, and financial literacy.

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Available For
Conference (Full-day Event)
Workshop (3+ hour event)
Session (1-2 hour event)
Webinar (Virtual event)
Moderator
School (incl. charity)
Meetup
Panel
Certificate Program
Emcee
Fee
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Open To Bookings
Global
Languages
English