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.
Grow Retire Ready Clients
Retire Ready Solutions Podcast
DECEMBER 03, 2019
In this episode, James Brewer, CDFA, AIF, CFSLA, CFP® explores the ways he engages his clients, giving helpful examples and a glimpse into how he uses RetireReady Solutions to educate and prepare people to retire ready.
How One RIA is Breaking the Mold
ThinkAdvisor
OCTOBER 29, 2019
At first glance, James “JB” Brewer might seem like your typical advisor, but Brewer really doesn’t fit the typical advisor mold.
Insights into Client Financial Behaviour During Divorce
DFA Journal
Summer-Fall, 2018
James Brewer advises both small 401(k) clients, and wealthy individuals.
Why Minority Financial Planners Are Nearly Nonexistent — and How to Fix It
PBS – Chasing the Dream
JUNE 12, 2018
James Brewer advises both small 401(k) clients, and wealthy individuals.
Chicago adviser strategically reaching clients with smaller balances
Investment News
APRIL 09, 2018
James Brewer advises both small 401(k) clients, and wealthy individuals.
People trusted Bernie Madoff, so how do you know you can trust your advisor?
CNBC
MAY 30, 2017
Contributed by James Brewer, president of Envision Wealth Planning.