Dr. Joaquin Wallace is a nationally recognized leader in behavioral finance and generational wealth development. He is the creator of the Seven-Stage Generational Wealth Model® and the Financial Genetic Code®, frameworks that help financial professionals better understand and influence client behavior. An accomplished speaker, educator, and consultant, he integrates emotional well-being, neuroscience, and financial planning to strengthen every phase of the Seven-Step Financial Planning Process. Dr. Wallace is the Amazon best-selling author of Generational Wealth Begins with Generational Knowledge®. His leadership has earned distinctions, including the Wells Fargo “Living History Makers” Award and recognition as one of the most influential Black contemporary leaders of the 21st century. A former appointee to the Quality Education Commission, he now serves as an adjunct instructor at Golden Gate University. He has also been featured in national periodicals for his work in marginalized communities. A former appointee to the Quality Education Commission, he currently serves as an adjunct instructor in the Financial Planning and Public Policy departments at Golden Gate University. He has also been featured in national periodicals for his work in marginalized communities and his efforts to break persistent systemic financial barriers.