James Brewer Press & Media

James Brewer, CFP, president and founder of Envision Wealth Planning, is often featured in various press and media outlet content sources.

Click on the titles below to view/read the content.

Here’s why the personal finance industry needs more Black financial planners – James Brewer featured

Ella Vincent, yahoo! money
JULY 8, 2022

Certified financial planners go through rigorous training to offer financial guidance for their clients and CFPs are often considered the gold standard of financial planners. But very few are Black. “Being able to have the time and the resources to pass the exam is very challenging,” said James Brewer, CFP, the founder of Envision Wealth Planning. “We don’t need an easier test, we need to help people pass the test.”

Do You Have Money Smarts? Challenge Your Financial. IQ with This Quiz – James Brewer featured

Bianca Flowers, Finurah
MAY 3, 2022

Americans’ financial IQ has barely budged over the years, and it’s even worse for African-Americans. Financial literacy is still a growing challenge in America. Even with the proliferation of user-friendly investing and budgeting apps, adults are still struggling to make informed choices when it comes to personal finances.

Here are some examples of things Ethical Financial Advisors do – James Brewer featured

Sara Grillo, CFA Blog
APRIL 21, 2022

Here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of the right behavior for the rest of the industry to follow.

James Brewer discusses socially responsible investing with the YourStake – YourStory Podcast

YourStake YourStory Podcast
FEBRUARY 24, 2022

Hear the personal journey of James Brewer, head of Envision Wealth, as he came to the socially responsible investing movement. And listen to stories of navigating sustainable and values based investing with his wealth management practice clients.

James Brewer Guest on Yahoo! Special – Black History Moves Us

Yahoo.com
FEBRUARY 24, 2022

This one-hour special produced by Yahoo! celebrates and honors Black History Month by bringing together celebrities/athletes/leaders to discuss the influence and power of the Black community, maintaining wellness – psychological/mental, and physical, and making moves that contribute to elevating the Black community. James Brewer appears in the final segment (50.39-minute mark): “CryptoCurrency and the Black Community.”

What consumers should know about a potential Fed rate hike

Spectrum News1
JAN 28, 2022

Spectrum News (Columbus Ohio) had a conversation on that topic with James Brewer, Certified Financial Planner and the CEO of Envision Wealth Planning. Brewer addressed financial planning concerns, including mortgages and 401K investments. Click the video box above to view the interview.

Blacks face rising challenges in financial and banking fields

Daytona Times
MAY 05, 2021

“Brewer said many people don’t believe Blacks are capable of handling financial jobs; he added that many people don’t know where to find qualified Blacks to lead national banking and financial agencies.”

James Brewer on Financial Advising

Dr. Lisa Topin – Inputs to Action Podcast (Episode 13)
APRIL 26, 2021

The number of centenarians in the U.S. is growing steadily. If you join them, you’ll need not just a robust retirement fund but also a plan, and a purpose.

If You Live to 100, You’ll Need More Than Monday

New York Times
MARCH 06, 2021

The number of centenarians in the U.S. is growing steadily. If you join them, you’ll need not just a robust retirement fund but also a plan, and a purpose.

Choosing a Retirement Plan for the Self-Employed: Solo 401(k)s, SECURE Act, Roth Conversions, CARES Act

Strafford (Webinar)
NOVEMBER 10, 2020

James Brewer, MBA, CRPC®, AIF®, PPC®, CFP®, CDFA®, CFSLA faculty member. This course delved into the differences between retirement plans, who is eligible to establish each plan, how plans can be combined to maximize savings, the SECURE Act, and the recent CARES Act changes impacting retirement plan withdrawals. A panel of retirement experts provided a thorough explanation of the options available for businesses and self-employed individuals.